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

Baystate 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
2021
Q4 		– Sell
-56
Closed -$4K – 964
2021
Q3 		$4K Buy
+56
New +$4.15K ﹤0.01% 621

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Alkeon Capital Management
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BAM
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BG
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Baystate Wealth Management's SSNC Position: Q4 2021 in Review

Baystate Wealth Management sold out of SS&C Technologies (SSNC) in Q4 2021, closing a stake of 56 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in SSNC in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 541 funds tracked by Wall St. Rank hold SSNC as of Q4 2021.

  • Baystate Wealth Management reported no remaining SS&C Technologies position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 56 SS&C Technologies shares in Q4 2021, an estimated $4K.
  • Baystate Wealth Management first reported a position in SS&C Technologies in Q3 2021 and held it in 1 quarter.
  • Baystate Wealth Management's SS&C Technologies position peaked at $4K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.