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Financial Advocates Investment Management’s SS&C Technologies SSNC Stock Holding History

Financial Advocates Investment 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
2021
Q3 		– Sell
-22,872
Closed -$3.14M – 798
2021
Q2 		$3.14M Buy
+22,872
New +$1.67M 0.21% 121

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Select Equity Group
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Boston Partners
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 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

Financial Advocates Investment Management's SSNC Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of SS&C Technologies (SSNC) in Q3 2021, closing a stake of 22,872 shares — an estimated $3.14M sold.

Financial Advocates Investment Management first reported a position in SSNC in Q2 2021 and held it in 1 quarter. The position peaked at $3.14M in Q2 2021. 505 funds tracked by Wall St. Rank hold SSNC as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining SS&C Technologies position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,872 SS&C Technologies shares in Q3 2021, an estimated $3.14M.
  • Financial Advocates Investment Management first reported a position in SS&C Technologies in Q2 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's SS&C Technologies position peaked at $3.14M in Q2 2021.
  • 505 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.