WJWM
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Williams Jones Wealth Management’s SS&C Technologies SSNC Stock Holding History

Williams Jones Wealth 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
2022
Q4 		– Sell
-4,756
Closed -$227K – 585
2022
Q3 		$227K Hold
4,756
– – ﹤0.01% 482
2022
Q2 		$276K Buy
4,756
+6
+0.1% +$386 ﹤0.01% 471
2022
Q1 		$356K Hold
4,750
– – 0.01% 398
2021
Q4 		$389K Sell
4,750
-465
-9% -$35.8K ﹤0.01% 362
2021
Q3 		$362K Buy
5,215
+465
+10% +$34.5K 0.01% 368
2021
Q2 		$342K Sell
4,750
-9
-0.2% -$658 ﹤0.01% 384
2021
Q1 		$333K Buy
4,759
+1,509
+46% +$102K 0.01% 371
2020
Q4 		$236K Buy
+3,250
New +$218K ﹤0.01% 408

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $15.1B AUM 23.54% 1-Year Est. Return