First Capital Advisors Group’s SS&C Technologies SSNC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.82K Buy
+30
New +$1.71K ﹤0.01% 820
2018
Q2
Sell
-908
Closed -$49K 679
2018
Q1
$49K Buy
+908
New +$45K 0.03% 272

Other funds holding SSNC

First Capital Advisors Group's SSNC Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in SS&C Technologies (SSNC) in Q2 2023: 30 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SSNC as recently as Q1 2018.

First Capital Advisors Group first reported a position in SSNC in Q1 2018 and has held it in 2 quarters since. The position peaked at $49K in Q1 2018. 529 funds tracked by Wall St. Rank hold SSNC as of Q2 2023.

  • First Capital Advisors Group held 30 shares of SS&C Technologies worth $1.82K as of Q2 2023.
  • SS&C Technologies was a new First Capital Advisors Group position in Q2 2023.
  • SS&C Technologies made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #820 holding.
  • First Capital Advisors Group first reported a position in SS&C Technologies in Q1 2018 and has held it in 2 quarters since.
  • First Capital Advisors Group's SS&C Technologies position peaked at $49K in Q1 2018.
  • 529 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.