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

Motive 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
2022
Q3 		– Sell
-9,282
Closed -$539K – 79
2022
Q2 		$539K Sell
9,282
-8,786
-49% -$565K 0.43% 44
2022
Q1 		$1.35M Sell
18,068
-1,528
-8% -$119K 0.93% 25
2021
Q4 		$1.61M Buy
19,596
+5,951
+44% +$458K 0.97% 25
2021
Q3 		$947K Buy
13,645
+1,226
+10% +$90.9K 0.64% 33
2021
Q2 		$895K Buy
+12,419
New +$908K 0.64% 38

Other funds holding SSNC

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $15.1B AUM 23.54% 1-Year Est. Return

Motive Wealth Advisors's SSNC Position: Q3 2022 in Review

Motive Wealth Advisors sold out of SS&C Technologies (SSNC) in Q3 2022, closing a stake of 9,282 shares — an estimated $539K sold.

Motive Wealth Advisors first reported a position in SSNC in Q2 2021 and held it in 5 quarters. The position peaked at $1.61M in Q4 2021. 537 funds tracked by Wall St. Rank hold SSNC as of Q3 2022.

  • Motive Wealth Advisors reported no remaining SS&C Technologies position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 9,282 SS&C Technologies shares in Q3 2022, an estimated $539K.
  • Motive Wealth Advisors first reported a position in SS&C Technologies in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's SS&C Technologies position peaked at $1.61M in Q4 2021.
  • 537 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.