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

Buckley 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
2023
Q3 		– Sell
-4,804
Closed -$291K – 124
2023
Q2 		$291K Buy
+4,804
New +$273K 0.1% 103
2022
Q3 		– Sell
-4,947
Closed -$287K – 135
2022
Q2 		$287K Buy
4,947
+490
+11% +$31.5K 0.09% 119
2022
Q1 		$334K Buy
+4,457
New +$348K 0.09% 114

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $717B AUM 35.42% 1-Year Est. Return

Buckley Wealth Management's SSNC Position: Q3 2023 in Review

Buckley Wealth Management sold out of SS&C Technologies (SSNC) in Q3 2023, closing a stake of 4,804 shares — an estimated $291K sold.

Buckley Wealth Management first reported a position in SSNC in Q1 2022 and held it in 3 quarters. The position peaked at $334K in Q1 2022. 530 funds tracked by Wall St. Rank hold SSNC as of Q3 2023.

  • Buckley Wealth Management reported no remaining SS&C Technologies position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 4,804 SS&C Technologies shares in Q3 2023, an estimated $291K.
  • Buckley Wealth Management first reported a position in SS&C Technologies in Q1 2022 and held it in 3 quarters.
  • Buckley Wealth Management's SS&C Technologies position peaked at $334K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.