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Sowell Financial Services’s SS&C Technologies SSNC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-228
Closed -$17K – 2429
2021
Q1 		$17K Sell
228
-671
-75% -$45.3K ﹤0.01% 2122
2020
Q4 		$65K Buy
899
+671
+294% +$45K ﹤0.01% 1309
2020
Q3 		$14K Sell
228
-30
-12% -$1.79K ﹤0.01% 1708
2020
Q2 		$15K Sell
258
-132
-34% -$7.2K ﹤0.01% 1558
2020
Q1 		$17K Sell
390
-19
-5% -$1.07K ﹤0.01% 1444
2019
Q4 		$25K Sell
409
-36
-8% -$2.02K ﹤0.01% 1359
2019
Q3 		$23K Buy
+445
New +$22.7K ﹤0.01% 1234
2019
Q1 		$406K Buy
+6,370
New +$354K 0.05% 380

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's SSNC Position: Q2 2021 in Review

Sowell Financial Services sold out of SS&C Technologies (SSNC) in Q2 2021, closing a stake of 228 shares — an estimated $17K sold.

Sowell Financial Services first reported a position in SSNC in Q1 2019 and held it in 8 quarters. The position peaked at $406K in Q1 2019. 483 funds tracked by Wall St. Rank hold SSNC as of Q2 2021.

  • Sowell Financial Services reported no remaining SS&C Technologies position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 228 SS&C Technologies shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in SS&C Technologies in Q1 2019 and held it in 8 quarters.
  • Sowell Financial Services's SS&C Technologies position peaked at $406K in Q1 2019.
  • 483 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.