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

Avior 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
2025
Q1 		– Sell
-20
Closed -$1.51K – 2119
2024
Q4 		$1.51K Sell
20
-14
-41% -$1.05K ﹤0.01% 2158
2024
Q3 		$2.52K Buy
34
+3
+10% +$213 ﹤0.01% 1944
2024
Q2 		$1.94K Sell
31
-165
-84% -$10.2K ﹤0.01% 1945
2024
Q1 		$12.6K Buy
+196
New +$12.2K ﹤0.01% 1780

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State Street
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Diamond Hill Capital Management
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BAM
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Boston Partners
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CCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return