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WR Wealth Planners’s SS&C Technologies SSNC Stock Holding History

WR Wealth Planners’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
Q4 		$17.1K Hold
226
– – 0.01% 504
2024
Q3 		$16.8K Buy
226
+22
+11% +$1.56K ﹤0.01% 537
2024
Q2 		$12.8K Buy
204
+27
+15% +$1.68K ﹤0.01% 540
2024
Q1 		$11.4K Buy
+177
New +$11K ﹤0.01% 572
2023
Q4 		– Sell
-171
Closed -$8.98K – 769
2023
Q3 		$8.98K Hold
171
– – ﹤0.01% 593
2023
Q2 		$10.4K Sell
171
-17
-9% -$967 ﹤0.01% 562
2023
Q1 		$10.6K Buy
+188
New +$10.8K ﹤0.01% 536
2022
Q4 		– Sell
-3
Closed -$143 – 537
2022
Q3 		$143 Buy
+3
New +$173 ﹤0.01% 496

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's SSNC Position: Q4 2024 in Review

WR Wealth Planners held its SS&C Technologies (SSNC) position steady in Q4 2024 at 226 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #504.

WR Wealth Planners first reported a position in SSNC in Q3 2022 and has held it in 8 quarters since. 648 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • WR Wealth Planners held 226 shares of SS&C Technologies worth $17.1K as of Q4 2024.
  • WR Wealth Planners left its SS&C Technologies share count unchanged in Q4 2024.
  • SS&C Technologies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #504 holding.
  • WR Wealth Planners first reported a position in SS&C Technologies in Q3 2022 and has held it in 8 quarters since.
  • 648 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.