CPC
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Consolidated Planning Corp’s SS&C Technologies SSNC Stock Holding History

Consolidated Planning Corp’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
-99
Closed -$7K – 388
2021
Q3 		$7K Buy
+99
New +$7.34K ﹤0.01% 336

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Janus Henderson Group
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Select Equity Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Consolidated Planning Corp's SSNC Position: Q4 2021 in Review

Consolidated Planning Corp sold out of SS&C Technologies (SSNC) in Q4 2021, closing a stake of 99 shares — an estimated $7K sold.

Consolidated Planning Corp first reported a position in SSNC in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 541 funds tracked by Wall St. Rank hold SSNC as of Q4 2021.

  • Consolidated Planning Corp reported no remaining SS&C Technologies position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 99 SS&C Technologies shares in Q4 2021, an estimated $7K.
  • Consolidated Planning Corp first reported a position in SS&C Technologies in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's SS&C Technologies position peaked at $7K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.