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Advisornet Financial’s Evertec EVTC Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-5
Closed -$169 – 2047
2024
Q3 		$169 Buy
+5
New +$167 ﹤0.01% 2132
2023
Q2 		– Sell
-16
Closed -$540 – 2392
2023
Q1 		$540 Buy
16
+2
+14% +$70 ﹤0.01% 2055
2022
Q4 		$453 Buy
+14
New +$460 ﹤0.01% 2057

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's EVTC Position: Q4 2024 in Review

Advisornet Financial sold out of Evertec (EVTC) in Q4 2024, closing a stake of 5 shares — an estimated $169 sold.

Advisornet Financial first reported a position in EVTC in Q4 2022 and held it in 3 quarters. The position peaked at $540 in Q1 2023. 246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

  • Advisornet Financial reported no remaining Evertec position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 5 Evertec shares in Q4 2024, an estimated $169.
  • Advisornet Financial first reported a position in Evertec in Q4 2022 and held it in 3 quarters.
  • Advisornet Financial's Evertec position peaked at $540 in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.