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Washington Trust Advisors’s SS&C Technologies SSNC Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-476
Closed -$23K – 882
2022
Q3 		$23K Buy
476
+68
+17% +$3.92K ﹤0.01% 499
2022
Q2 		$24K Buy
408
+133
+48% +$8.55K ﹤0.01% 512
2022
Q1 		$21K Sell
275
-116
-30% -$9.07K ﹤0.01% 595
2021
Q4 		$32K Buy
+391
New +$30.1K ﹤0.01% 551

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Washington Trust Advisors's SSNC Position: Q4 2022 in Review

Washington Trust Advisors sold out of SS&C Technologies (SSNC) in Q4 2022, closing a stake of 476 shares — an estimated $23K sold.

Washington Trust Advisors first reported a position in SSNC in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q4 2021. 533 funds tracked by Wall St. Rank hold SSNC as of Q4 2022.

  • Washington Trust Advisors reported no remaining SS&C Technologies position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 476 SS&C Technologies shares in Q4 2022, an estimated $23K.
  • Washington Trust Advisors first reported a position in SS&C Technologies in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's SS&C Technologies position peaked at $32K in Q4 2021.
  • 533 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.