Number of Shares
264,959.00
Current Holdings Value*
$22.08 Mil
% of Portfolio
1.5%
Total Estimate Gain
$5.50 Mil
% of Total Estimate Gain
29.34%

Foster Victor Wealth Advisors, LLC's SS&C Technologies Holdings Inc Holding Summary

As of 2025-06-30, Foster Victor Wealth Advisors, LLC held 264,959.00 shares of SS&C Technologies Holdings Inc(SSNC), totaling $22.08 Mil. This investment constitutes 1.5% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0.11% of the outstanding SS&C Technologies Holdings Inc(SSNC) stock.

The initial trade took place in 2020Q2. And since then Foster Victor Wealth Advisors, LLC has made 18 purchases of SSNC, at an average price of $63.76, for a total of 294,061.00 shares. In addition, there have been 3 sales at an average price of $73.89 for 29,102.00 shares. Based on historical transaction data and SSNC's current price of $83.41, Foster Victor Wealth Advisors, LLC's estimated gain on his SSNC holdings is $5.50 Mil, reflecting a 29.34% gain to date.

Foster Victor Wealth Advisors, LLC SSNC ($83.41) Holding Chart

Foster Victor Wealth Advisors, LLC SSNC ($83.41) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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