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Destiny Wealth Partners’s SS&C Technologies SSNC Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-231
Closed -$12K – 584
2022
Q4 		$12K Hold
231
– – ﹤0.01% 460
2022
Q3 		$11K Hold
231
– – ﹤0.01% 412
2022
Q2 		$13K Buy
+231
New +$14.9K ﹤0.01% 404

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Destiny Wealth Partners's SSNC Position: Q1 2023 in Review

Destiny Wealth Partners sold out of SS&C Technologies (SSNC) in Q1 2023, closing a stake of 231 shares — an estimated $12K sold.

Destiny Wealth Partners first reported a position in SSNC in Q2 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2022. 533 funds tracked by Wall St. Rank hold SSNC as of Q1 2023.

  • Destiny Wealth Partners reported no remaining SS&C Technologies position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 231 SS&C Technologies shares in Q1 2023, an estimated $12K.
  • Destiny Wealth Partners first reported a position in SS&C Technologies in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's SS&C Technologies position peaked at $13K in Q2 2022.
  • 533 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.