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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
14,256
+1,813
+15% +$150K 0.03% 482
2025
Q1
$1.04M Sell
12,443
-79
-0.6% -$6.6K 0.03% 495
2024
Q4
$949K Buy
12,522
+944
+8% +$71.5K 0.03% 482
2024
Q3
$859K Sell
11,578
-332
-3% -$24.6K 0.03% 459
2024
Q2
$746K Sell
11,910
-361
-3% -$22.6K 0.05% 335
2024
Q1
$790K Buy
+12,271
New +$790K 0.11% 166