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TFO Wealth Partners’s SS&C Technologies SSNC Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-8
Closed -$489 – 912
2023
Q4 		$489 Hold
8
– – ﹤0.01% 339
2023
Q3 		$485 Buy
+8
New +$457 ﹤0.01% 467
2022
Q3 		– Sell
-15
Closed -$1K – 444
2022
Q2 		$1K Buy
+15
New +$965 ﹤0.01% 464

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's SSNC Position: Q1 2024 in Review

TFO Wealth Partners sold out of SS&C Technologies (SSNC) in Q1 2024, closing a stake of 8 shares — an estimated $489 sold.

TFO Wealth Partners first reported a position in SSNC in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 573 funds tracked by Wall St. Rank hold SSNC as of Q1 2024.

  • TFO Wealth Partners reported no remaining SS&C Technologies position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 SS&C Technologies shares in Q1 2024, an estimated $489.
  • TFO Wealth Partners first reported a position in SS&C Technologies in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's SS&C Technologies position peaked at $1K in Q2 2022.
  • 573 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.