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

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

B. Riley Wealth Advisors's SSNC Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of SS&C Technologies (SSNC) in Q3 2023, closing a stake of 4,447 shares — an estimated $269K sold.

B. Riley Wealth Advisors first reported a position in SSNC in Q2 2018 and held it in 7 quarters. The position peaked at $343K in Q3 2019. 530 funds tracked by Wall St. Rank hold SSNC as of Q3 2023.

B. Riley Wealth Advisors reported no remaining SS&C Technologies position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,447 SS&C Technologies shares in Q3 2023, an estimated $269K.
B. Riley Wealth Advisors first reported a position in SS&C Technologies in Q2 2018 and held it in 7 quarters.
B. Riley Wealth Advisors's SS&C Technologies position peaked at $343K in Q3 2019.
530 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.