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Hapanowicz & Associates Financial Services’s SS&C Technologies SSNC Stock Holding History

Hapanowicz & Associates Financial Services’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
Q1 		– Sell
-3,000
Closed -$218K – 37
2020
Q4 		$218K Buy
+3,000
New +$201K 0.11% 32

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JP Morgan Chase
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VVP
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 1-Year Est. Return

Hapanowicz & Associates Financial Services's SSNC Position: Q1 2021 in Review

Hapanowicz & Associates Financial Services sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 3,000 shares — an estimated $218K sold.

Hapanowicz & Associates Financial Services first reported a position in SSNC in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

  • Hapanowicz & Associates Financial Services reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
  • Hapanowicz & Associates Financial Services sold 3,000 SS&C Technologies shares in Q1 2021, an estimated $218K.
  • Hapanowicz & Associates Financial Services first reported a position in SS&C Technologies in Q4 2020 and held it in 1 quarter.
  • Hapanowicz & Associates Financial Services's SS&C Technologies position peaked at $218K in Q4 2020.
  • 487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q1 2021, filed 29 Apr 2021.