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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 – 2117
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

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's SSNC Position: Q1 2025 in Review

Avior Wealth Management sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 20 shares — an estimated $1.51K sold.

Avior Wealth Management first reported a position in SSNC in Q1 2024 and held it in 4 quarters. The position peaked at $12.6K in Q1 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

  • Avior Wealth Management reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 SS&C Technologies shares in Q1 2025, an estimated $1.51K.
  • Avior Wealth Management first reported a position in SS&C Technologies in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's SS&C Technologies position peaked at $12.6K in Q1 2024.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.