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

Ropes 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
Q4 		– Sell
-7,435
Closed -$516K – 289
2021
Q3 		$516K Buy
+7,435
New +$551K 0.08% 175

Other funds holding SSNC

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Ropes Wealth Advisors's SSNC Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of SS&C Technologies (SSNC) in Q4 2021, closing a stake of 7,435 shares — an estimated $516K sold.

Ropes Wealth Advisors first reported a position in SSNC in Q3 2021 and held it in 1 quarter. The position peaked at $516K in Q3 2021. 541 funds tracked by Wall St. Rank hold SSNC as of Q4 2021.

  • Ropes Wealth Advisors reported no remaining SS&C Technologies position as of Q4 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 7,435 SS&C Technologies shares in Q4 2021, an estimated $516K.
  • Ropes Wealth Advisors first reported a position in SS&C Technologies in Q3 2021 and held it in 1 quarter.
  • Ropes Wealth Advisors's SS&C Technologies position peaked at $516K in Q3 2021.
  • 541 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.