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Confluence Wealth Services’s SS&C Technologies SSNC Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-26
Closed -$2K – 1030
2021
Q4 		$2K Buy
+26
New +$2K ﹤0.01% 1159

Other funds holding SSNC

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Janus Henderson Group
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Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Confluence Wealth Services's SSNC Position: Q1 2022 in Review

Confluence Wealth Services sold out of SS&C Technologies (SSNC) in Q1 2022, closing a stake of 26 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in SSNC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 563 funds tracked by Wall St. Rank hold SSNC as of Q1 2022.

  • Confluence Wealth Services reported no remaining SS&C Technologies position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 26 SS&C Technologies shares in Q1 2022, an estimated $2K.
  • Confluence Wealth Services first reported a position in SS&C Technologies in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's SS&C Technologies position peaked at $2K in Q4 2021.
  • 563 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.