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Foundations Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Foundations Investment Advisors’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
2025
Q1 		– Sell
-3,249
Closed -$246K – 925
2024
Q4 		$246K Buy
3,249
+171
+6% +$12.8K ﹤0.01% 716
2024
Q3 		$228K Buy
+3,078
New +$218K ﹤0.01% 722

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundations Investment Advisors's SSNC Position: Q1 2025 in Review

Foundations Investment Advisors sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 3,249 shares — an estimated $246K sold.

Foundations Investment Advisors first reported a position in SSNC in Q3 2024 and held it in 2 quarters. The position peaked at $246K in Q4 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

  • Foundations Investment Advisors reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 3,249 SS&C Technologies shares in Q1 2025, an estimated $246K.
  • Foundations Investment Advisors first reported a position in SS&C Technologies in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's SS&C Technologies position peaked at $246K in Q4 2024.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.