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

Opal 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
2024 Q3	–	Sell	-16	Closed	-$1K	–	1033
2024 Q2	$1K	Buy	+16	New	+$993	﹤0.01%	1067

Other funds holding SSNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Opal Wealth Advisors's SSNC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of SS&C Technologies (SSNC) in Q3 2024, closing a stake of 16 shares — an estimated $1K sold.

Opal Wealth Advisors first reported a position in SSNC in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 662 funds tracked by Wall St. Rank hold SSNC as of Q3 2024.

Opal Wealth Advisors reported no remaining SS&C Technologies position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 16 SS&C Technologies shares in Q3 2024, an estimated $1K.
Opal Wealth Advisors first reported a position in SS&C Technologies in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's SS&C Technologies position peaked at $1K in Q2 2024.
662 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.