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West Paces Advisors’s SS&C Technologies SSNC Stock Holding History

West Paces 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
2023
Q2 		– Sell
-200
Closed -$11.3K – 568
2023
Q1 		$11.3K Buy
+200
New +$11.5K ﹤0.01% 354
2021
Q3 		– Sell
-102
Closed -$7.35K – 633
2021
Q2 		$7.35K Hold
102
– – ﹤0.01% 392
2021
Q1 		$7.13K Buy
+102
New +$6.89K ﹤0.01% 363

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

West Paces Advisors's SSNC Position: Q2 2023 in Review

West Paces Advisors sold out of SS&C Technologies (SSNC) in Q2 2023, closing a stake of 200 shares — an estimated $11.3K sold.

West Paces Advisors first reported a position in SSNC in Q1 2021 and held it in 3 quarters. The position peaked at $11.3K in Q1 2023. 529 funds tracked by Wall St. Rank hold SSNC as of Q2 2023.

  • West Paces Advisors reported no remaining SS&C Technologies position as of Q2 2023 after selling out during the quarter.
  • West Paces Advisors sold 200 SS&C Technologies shares in Q2 2023, an estimated $11.3K.
  • West Paces Advisors first reported a position in SS&C Technologies in Q1 2021 and held it in 3 quarters.
  • West Paces Advisors's SS&C Technologies position peaked at $11.3K in Q1 2023.
  • 529 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2023.

Based on West Paces Advisors's 13F filing for Q2 2023, filed 18 Dec 2023.