HHM Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

HHM Wealth 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	Closed	-$228	–	1033
2024 Q4	$228	Buy	+3	New	+$224	﹤0.01%	960

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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, 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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HHM Wealth Advisors's SSNC Position: Q1 2025 in Review

HHM Wealth Advisors sold out of SS&C Technologies (SSNC) in Q1 2025, closing a stake of 3 shares — an estimated $228 sold.

HHM Wealth Advisors first reported a position in SSNC in Q4 2024 and held it in 1 quarter. The position peaked at $228 in Q4 2024. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2025.

HHM Wealth Advisors reported no remaining SS&C Technologies position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 3 SS&C Technologies shares in Q1 2025, an estimated $228.
HHM Wealth Advisors first reported a position in SS&C Technologies in Q4 2024 and held it in 1 quarter.
HHM Wealth Advisors's SS&C Technologies position peaked at $228 in Q4 2024.
718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.