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Atticus Wealth Management’s SS&C Technologies SSNC Stock Holding History

Atticus Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13
Closed -$1K – 628
2022
Q3 		$1K Hold
13
– – ﹤0.01% 557
2022
Q2 		$1K Hold
13
– – ﹤0.01% 591
2022
Q1 		$1K Buy
+13
New +$1.02K ﹤0.01% 581

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Atticus Wealth Management's SSNC Position: Q4 2022 in Review

Atticus Wealth Management sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in SSNC in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 533 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

  • Atticus Wealth Management reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 13 SS&C Technologies shares in Q4 2022, an estimated $1K.
  • Atticus Wealth Management first reported a position in SS&C Technologies in Q1 2022 and held it in 3 quarters.
  • Atticus Wealth Management's SS&C Technologies position peaked at $1K in Q3 2022.
  • 533 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.