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Marshall Financial Group (Maryland)’s SS&C Technologies SSNC Stock Holding History

Marshall Financial Group (Maryland)’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
2022
Q2 		– Sell
-4,105
Closed -$308K – 211
2022
Q1 		$308K Hold
4,105
– – 0.13% 169
2021
Q4 		$337K Buy
+4,105
New +$316K 0.12% 169

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Pzena Investment Management
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Fidelity Investments
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Diamond Hill Capital Management
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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

Marshall Financial Group (Maryland)'s SSNC Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of SS&C Technologies (SSNC) in Q2 2022, closing a stake of 4,105 shares — an estimated $308K sold.

Marshall Financial Group (Maryland) first reported a position in SSNC in Q4 2021 and held it in 2 quarters. The position peaked at $337K in Q4 2021. 558 funds tracked by Wall St. Rank hold SSNC as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining SS&C Technologies position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 4,105 SS&C Technologies shares in Q2 2022, an estimated $308K.
  • Marshall Financial Group (Maryland) first reported a position in SS&C Technologies in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s SS&C Technologies position peaked at $337K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.