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

Sutton 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
2018
Q3 		– Sell
-397
Closed -$20.6K – 1162
2018
Q2 		$20.6K Hold
397
– – 0.01% 579
2018
Q1 		$21.3K Buy
+397
New +$19.7K 0.02% 546

Other funds holding SSNC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sutton Wealth Advisors's SSNC Position: Q3 2018 in Review

Sutton Wealth Advisors sold out of SS&C Technologies (SSNC) in Q3 2018, closing a stake of 397 shares — an estimated $20.6K sold.

Sutton Wealth Advisors first reported a position in SSNC in Q1 2018 and held it in 2 quarters. The position peaked at $21.3K in Q1 2018. 368 funds tracked by Wall St. Rank hold SSNC as of Q3 2018.

  • Sutton Wealth Advisors reported no remaining SS&C Technologies position as of Q3 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 397 SS&C Technologies shares in Q3 2018, an estimated $20.6K.
  • Sutton Wealth Advisors first reported a position in SS&C Technologies in Q1 2018 and held it in 2 quarters.
  • Sutton Wealth Advisors's SS&C Technologies position peaked at $21.3K in Q1 2018.
  • 368 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2018.

Based on Sutton Wealth Advisors's 13F filing for Q3 2018, filed 6 Nov 2023.