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	–	1978
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

TCI Wealth Advisors's SSNC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SS&C Technologies (SSNC) in Q2 2023, closing a stake of 52 shares — an estimated $2.94K sold.

TCI Wealth Advisors first reported a position in SSNC in Q1 2020 and held it in 13 quarters. The position peaked at $7K in Q4 2021. 527 funds tracked by Wall St. Rank hold SSNC as of Q2 2023.

TCI Wealth Advisors reported no remaining SS&C Technologies position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 52 SS&C Technologies shares in Q2 2023, an estimated $2.94K.
TCI Wealth Advisors first reported a position in SS&C Technologies in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's SS&C Technologies position peaked at $7K in Q4 2021.
527 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.