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BDO Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

BDO 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
2022
Q4 		– Sell
-167
Closed -$8K – 1078
2022
Q3 		$8K Buy
+167
New +$9.62K ﹤0.01% 760
2020
Q1 		– Sell
-626
Closed -$38K – 821
2019
Q4 		$38K Buy
+626
New +$35.1K 0.01% 328

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

BDO Wealth Advisors's SSNC Position: Q4 2022 in Review

BDO Wealth Advisors sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 167 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in SSNC in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 535 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

  • BDO Wealth Advisors reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 167 SS&C Technologies shares in Q4 2022, an estimated $8K.
  • BDO Wealth Advisors first reported a position in SS&C Technologies in Q4 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's SS&C Technologies position peaked at $38K in Q4 2019.
  • 535 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.