BRWA
SSNC icon

B. Riley Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-4,447
Closed -$269K – 1619
2023
Q2 		$269K Buy
4,447
+207
+5% +$11.8K 0.01% 1181
2023
Q1 		$239K Buy
+4,240
New +$244K 0.01% 1197
2019
Q4 		– Sell
-6,620
Closed -$343K – 899
2019
Q3 		$343K Buy
6,620
+2,915
+79% +$149K 0.03% 540
2019
Q2 		$214K Sell
3,705
-294
-7% -$17.7K 0.02% 691
2019
Q1 		$256K Buy
+3,999
New +$222K 0.03% 562
2018
Q4 		– Sell
-4,258
Closed -$243K – 733
2018
Q3 		$243K Buy
4,258
+190
+5% +$10.5K 0.03% 574
2018
Q2 		$212K Buy
+4,068
New +$206K 0.03% 596

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Janus Henderson Group
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Pzena Investment Management
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Boston Partners
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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return