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Center for Financial Planning’s SS&C Technologies SSNC Stock Holding History

Center for Financial Planning’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
2024
Q2 		– Sell
-191
Closed -$12.3K – 623
2024
Q1 		$12.3K Buy
+191
New +$11.9K ﹤0.01% 382

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Center for Financial Planning's SSNC Position: Q2 2024 in Review

Center for Financial Planning sold out of SS&C Technologies (SSNC) in Q2 2024, closing a stake of 191 shares — an estimated $12.3K sold.

Center for Financial Planning first reported a position in SSNC in Q1 2024 and held it in 1 quarter. The position peaked at $12.3K in Q1 2024. 575 funds tracked by Wall St. Rank hold SSNC as of Q2 2024.

  • Center for Financial Planning reported no remaining SS&C Technologies position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 191 SS&C Technologies shares in Q2 2024, an estimated $12.3K.
  • Center for Financial Planning first reported a position in SS&C Technologies in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's SS&C Technologies position peaked at $12.3K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.