WCM
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Wealthcare Capital Management’s SS&C Technologies SSNC Stock Holding History

Wealthcare Capital Management’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
-56
Closed -$4K – 584
2021
Q1 		$4K Buy
+56
New +$3.78K ﹤0.01% 445
2020
Q1 		– Sell
-28
Closed -$2K – 583
2019
Q4 		$2K Buy
+28
New +$1.57K ﹤0.01% 551

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
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 Capital Management's SSNC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of SS&C Technologies (SSNC) in Q2 2021, closing a stake of 56 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in SSNC in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 483 funds tracked by Wall St. Rank hold SSNC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining SS&C Technologies position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 56 SS&C Technologies shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in SS&C Technologies in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's SS&C Technologies position peaked at $4K in Q1 2021.
  • 483 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2021.

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