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Wealthcare Advisory Partners’s SS&C Technologies SSNC Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-15
Closed -$1K – 1696
2021
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 2016

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Capital Research Global Investors
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JP Morgan Chase
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Boston Partners
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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

Wealthcare Advisory Partners's SSNC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of SS&C Technologies (SSNC) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in SSNC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 483 funds tracked by Wall St. Rank hold SSNC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining SS&C Technologies position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15 SS&C Technologies shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in SS&C Technologies in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's SS&C Technologies position peaked at $1K in Q1 2021.
  • 483 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.