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Waldron Private Wealth’s SS&C Technologies SSNC Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-215
Closed -$16K – 477
2024
Q3 		$16K Buy
+215
New +$15.2K ﹤0.01% 471

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Waldron Private Wealth's SSNC Position: Q4 2024 in Review

Waldron Private Wealth sold out of SS&C Technologies (SSNC) in Q4 2024, closing a stake of 215 shares — an estimated $16K sold.

Waldron Private Wealth first reported a position in SSNC in Q3 2024 and held it in 1 quarter. The position peaked at $16K in Q3 2024. 649 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • Waldron Private Wealth reported no remaining SS&C Technologies position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 215 SS&C Technologies shares in Q4 2024, an estimated $16K.
  • Waldron Private Wealth first reported a position in SS&C Technologies in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's SS&C Technologies position peaked at $16K in Q3 2024.
  • 649 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.