LIWM
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Long Island Wealth Management’s SS&C Technologies SSNC Stock Holding History

Long Island 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
2024
Q1 		– Sell
-25
Closed -$2K – 345
2023
Q4 		$2K Buy
+25
New +$1.37K ﹤0.01% 362

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Janus Henderson Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Long Island Wealth Management's SSNC Position: Q1 2024 in Review

Long Island Wealth Management sold out of SS&C Technologies (SSNC) in Q1 2024, closing a stake of 25 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in SSNC in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 573 funds tracked by Wall St. Rank hold SSNC as of Q1 2024.

  • Long Island Wealth Management reported no remaining SS&C Technologies position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 25 SS&C Technologies shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in SS&C Technologies in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's SS&C Technologies position peaked at $2K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.