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

Quotient 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
Q1 		– Sell
-4,255
Closed -$260K – 314
2023
Q4 		$260K Buy
+4,255
New +$232K 0.01% 242

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State Street
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CCM
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DCP
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BAM
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Franklin Resources
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Quotient Wealth Partners's SSNC Position: Q1 2024 in Review

Quotient Wealth Partners sold out of SS&C Technologies (SSNC) in Q1 2024, closing a stake of 4,255 shares — an estimated $260K sold.

Quotient Wealth Partners first reported a position in SSNC in Q4 2023 and held it in 1 quarter. The position peaked at $260K in Q4 2023. 573 funds tracked by Wall St. Rank hold SSNC as of Q1 2024.

  • Quotient Wealth Partners reported no remaining SS&C Technologies position as of Q1 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 4,255 SS&C Technologies shares in Q1 2024, an estimated $260K.
  • Quotient Wealth Partners first reported a position in SS&C Technologies in Q4 2023 and held it in 1 quarter.
  • Quotient Wealth Partners's SS&C Technologies position peaked at $260K in Q4 2023.
  • 573 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2024.

Based on Quotient Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.