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

TCI 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
2023
Q2 		– Sell
-52
Closed -$2.94K – 1980
2023
Q1 		$2.94K Buy
52
+2
+4% +$115 ﹤0.01% 1865
2022
Q4 		$2.6K Buy
50
+12
+32% +$608 ﹤0.01% 1910
2022
Q3 		$2K Sell
38
-42
-53% -$2.42K ﹤0.01% 1993
2022
Q2 		$5K Hold
80
– – ﹤0.01% 1536
2022
Q1 		$6K Hold
80
– – ﹤0.01% 1464
2021
Q4 		$7K Hold
80
– – ﹤0.01% 1460
2021
Q3 		$6K Hold
80
– – ﹤0.01% 1509
2021
Q2 		$6K Hold
80
– – ﹤0.01% 1361
2021
Q1 		$6K Hold
80
– – ﹤0.01% 1176
2020
Q4 		$6K Hold
80
– – ﹤0.01% 830
2020
Q3 		$5K Hold
80
– – ﹤0.01% 790
2020
Q2 		$5K Hold
80
– – ﹤0.01% 759
2020
Q1 		$4K Buy
+80
New +$4.52K ﹤0.01% 793

Other funds holding SSNC

BlackRock
BlackRock New York $5.7T 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return