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U.S. Capital Wealth Advisors’s SS&C Technologies SSNC Stock Holding History

U.S. Capital 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
Q1 		– Sell
-1,270
Closed -$66.1K – 1415
2022
Q4 		$66.1K Buy
+1,270
New +$64.4K ﹤0.01% 813

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
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
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
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

U.S. Capital Wealth Advisors's SSNC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of SS&C Technologies (SSNC) in Q1 2023, closing a stake of 1,270 shares — an estimated $66.1K sold.

U.S. Capital Wealth Advisors first reported a position in SSNC in Q4 2022 and held it in 1 quarter. The position peaked at $66.1K in Q4 2022. 533 funds tracked by Wall St. Rank hold SSNC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining SS&C Technologies position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,270 SS&C Technologies shares in Q1 2023, an estimated $66.1K.
  • U.S. Capital Wealth Advisors first reported a position in SS&C Technologies in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's SS&C Technologies position peaked at $66.1K in Q4 2022.
  • 533 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.