Jupiter Wealth Management’s SS&C Technologies SSNC Stock Holding History

Jupiter Wealth Management’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
2020 Q3	–	Sell	-4,000	Closed	-$229K	–	87
2020 Q2	$229K	Hold	4,000	–	–	0.11%	69
2020 Q1	$219K	Hold	4,000	–	–	0.13%	67
2019 Q4	$248K	Hold	4,000	–	–	0.12%	74
2019 Q3	$206K	Hold	4,000	–	–	0.11%	74
2019 Q2	$234K	Hold	4,000	–	–	0.12%	73
2019 Q1	$257K	Buy	+4,000	New	+$222K	0.12%	69

Other funds holding SSNC

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Jupiter Wealth Management's SSNC Position: Q3 2020 in Review

Jupiter Wealth Management sold out of SS&C Technologies (SSNC) in Q3 2020, closing a stake of 4,000 shares — an estimated $229K sold.

Jupiter Wealth Management first reported a position in SSNC in Q1 2019 and held it in 6 quarters. The position peaked at $257K in Q1 2019. 450 funds tracked by Wall St. Rank hold SSNC as of Q3 2020.

Jupiter Wealth Management reported no remaining SS&C Technologies position as of Q3 2020 after selling out during the quarter.
Jupiter Wealth Management sold 4,000 SS&C Technologies shares in Q3 2020, an estimated $229K.
Jupiter Wealth Management first reported a position in SS&C Technologies in Q1 2019 and held it in 6 quarters.
Jupiter Wealth Management's SS&C Technologies position peaked at $257K in Q1 2019.
450 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.