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

Regent Peak 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
2021
Q1 		– Sell
-45
Closed -$3K – 860
2020
Q4 		$3K Buy
+45
New +$3.02K ﹤0.01% 775

Other funds holding SSNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Regent Peak Wealth Advisors's SSNC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of SS&C Technologies (SSNC) in Q1 2021, closing a stake of 45 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in SSNC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 487 funds tracked by Wall St. Rank hold SSNC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining SS&C Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 45 SS&C Technologies shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in SS&C Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's SS&C Technologies position peaked at $3K in Q4 2020.
  • 487 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.