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

Focus Partners Wealth’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$550K Sell
6,642
-2,720
-29% -$225K ﹤0.01% 1393
2025
Q1 		$782K Buy
9,362
+2,431
+35% +$203K ﹤0.01% 1149
2024
Q4 		$525K Buy
6,931
+4,009
+137% +$304K ﹤0.01% 1289
2024
Q3 		$217K Buy
+2,922
New +$217K ﹤0.01% 1417