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Wealthspire Advisors (Maryland)’s SS&C Technologies SSNC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q3 		– Sell
-13,410
Closed -$773K – 484
2019
Q2 		$773K Buy
13,410
+260
+2% +$15.7K 0.06% 178
2019
Q1 		$838K Sell
13,150
-505
-4% -$28.1K 0.06% 156
2018
Q4 		$616K Buy
13,655
+11,294
+478% +$548K 0.05% 183
2018
Q3 		$134K Sell
2,361
-285
-11% -$15.8K 0.01% 577
2018
Q2 		$137K Buy
2,646
+172
+7% +$8.71K 0.01% 584
2018
Q1 		$133K Sell
2,474
-183
-7% -$9.07K 0.01% 599
2017
Q4 		$108K Sell
2,657
-526
-17% -$21.4K 0.01% 684
2017
Q3 		$128K Buy
3,183
+133
+4% +$5.13K 0.01% 616
2017
Q2 		$117K Buy
3,050
+622
+26% +$23.2K 0.01% 635
2017
Q1 		$86K Buy
2,428
+6
+0.2% +$202 0.01% 654
2016
Q4 		$69K Buy
2,422
+18
+0.7% +$558 0.01% 684
2016
Q3 		$77K Buy
2,404
+1,622
+207% +$51.4K 0.01% 652
2016
Q2 		$22K Buy
782
+130
+20% +$3.9K ﹤0.01% 975
2016
Q1 		$21K Buy
652
+26
+4% +$790 ﹤0.01% 963
2015
Q4 		$21K Buy
+626
New +$22.2K ﹤0.01% 955

Other funds holding SSNC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wealthspire Advisors (Maryland)'s SSNC Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of SS&C Technologies (SSNC) in Q3 2019, closing a stake of 13,410 shares — an estimated $773K sold.

Wealthspire Advisors (Maryland) first reported a position in SSNC in Q4 2015 and held it in 15 quarters. The position peaked at $838K in Q1 2019. 409 funds tracked by Wall St. Rank hold SSNC as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SS&C Technologies position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,410 SS&C Technologies shares in Q3 2019, an estimated $773K.
  • Wealthspire Advisors (Maryland) first reported a position in SS&C Technologies in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s SS&C Technologies position peaked at $838K in Q1 2019.
  • 409 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.