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Wetzel Investment Advisors’s SS&C Technologies SSNC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-5
Closed -$322 – 789
2024
Q2 		$322 Hold
5
– – ﹤0.01% 898
2024
Q1 		$302 Hold
5
– – ﹤0.01% 1004
2023
Q4 		$0 Buy
+5
New +$273 ﹤0.01% 1046

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wetzel Investment Advisors's SSNC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of SS&C Technologies (SSNC) in Q3 2024, closing a stake of 5 shares — an estimated $322 sold.

Wetzel Investment Advisors first reported a position in SSNC in Q4 2023 and held it in 3 quarters. The position peaked at $322 in Q2 2024. 662 funds tracked by Wall St. Rank hold SSNC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SS&C Technologies position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 SS&C Technologies shares in Q3 2024, an estimated $322.
  • Wetzel Investment Advisors first reported a position in SS&C Technologies in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SS&C Technologies position peaked at $322 in Q2 2024.
  • 662 funds tracked by Wall St. Rank held SS&C Technologies as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.