AWM
EVTC icon

Abound Wealth Management’s Evertec EVTC Stock Holding History

Abound Wealth Management’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139 Hold
5
– – ﹤0.01% 1212
2026
Q1 		$142 Hold
5
– – ﹤0.01% 1330
2025
Q4 		$146 Hold
5
– – ﹤0.01% 1297
2025
Q3 		$169 Hold
5
– – ﹤0.01% 1173
2025
Q2 		$181 Sell
5
-1
-17% -$35 ﹤0.01% 1077
2025
Q1 		$221 Hold
6
– – ﹤0.01% 951
2024
Q4 		$208 Hold
6
– – ﹤0.01% 1050
2024
Q3 		$204 Sell
6
-7
-54% -$233 ﹤0.01% 1152
2024
Q2 		$433 Hold
13
– – ﹤0.01% 872
2024
Q1 		$519 Hold
13
– – ﹤0.01% 887
2023
Q4 		$533 Buy
13
+3
+30% +$110 ﹤0.01% 901
2023
Q3 		$372 Hold
10
– – ﹤0.01% 919
2023
Q2 		$369 Buy
+10
New +$347 ﹤0.01% 963

Other funds holding EVTC

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return