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

Legacy Capital Wealth Partners’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
2024
Q3 		– Sell
-6,396
Closed -$401K – 374
2024
Q2 		$401K Buy
+6,396
New +$397K 0.1% 199
2024
Q1 		– Sell
-6,416
Closed -$392K – 315
2023
Q4 		$392K Sell
6,416
-254
-4% -$13.9K 0.11% 180
2023
Q3 		$350K Buy
+6,670
New +$381K 0.1% 198
2023
Q2 		– Sell
-6,535
Closed -$369K – 211
2023
Q1 		$369K Buy
+6,535
New +$377K 0.1% 175
2021
Q2 		– Sell
-6,088
Closed -$425K – 71
2021
Q1 		$425K Buy
6,088
+179
+3% +$12.1K 0.18% 51
2020
Q4 		$430K Buy
+5,909
New +$396K 0.18% 51

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Capital Wealth Partners's SSNC Position: Q3 2024 in Review

Legacy Capital Wealth Partners sold out of SS&C Technologies (SSNC) in Q3 2024, closing a stake of 6,396 shares — an estimated $401K sold.

Legacy Capital Wealth Partners first reported a position in SSNC in Q4 2020 and held it in 6 quarters. The position peaked at $430K in Q4 2020. 662 funds tracked by Wall St. Rank hold SSNC as of Q3 2024.

  • Legacy Capital Wealth Partners reported no remaining SS&C Technologies position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 6,396 SS&C Technologies shares in Q3 2024, an estimated $401K.
  • Legacy Capital Wealth Partners first reported a position in SS&C Technologies in Q4 2020 and held it in 6 quarters.
  • Legacy Capital Wealth Partners's SS&C Technologies position peaked at $430K in Q4 2020.
  • 662 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2024, filed 4 Nov 2024.