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Advisory Services Network’s Evertec EVTC Stock Holding History

Advisory Services Network’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
Q1 		$45.8K Buy
+1,623
New +$46.1K ﹤0.01% 2687
2025
Q4 		– Sell
-1,738
Closed -$58.7K – 2576
2025
Q3 		$58.7K Buy
+1,738
New +$60.6K ﹤0.01% 2368
2024
Q1 		– Sell
-1,813
Closed -$74.2K – 2130
2023
Q4 		$74.2K Buy
+1,813
New +$66.6K ﹤0.01% 1797
2023
Q2 		– Sell
-1,943
Closed -$65.6K – 2129
2023
Q1 		$65.6K Buy
1,943
+5
+0.3% +$176 ﹤0.01% 1875
2022
Q4 		$62.8K Buy
+1,938
New +$63.7K ﹤0.01% 1857
2021
Q3 		– Sell
-1,271
Closed -$56K – 1973
2021
Q2 		$56K Buy
+1,271
New +$53.7K ﹤0.01% 1928
2021
Q1 		– Sell
-1,243
Closed -$49K – 1872
2020
Q4 		$49K Buy
1,243
+155
+14% +$5.76K ﹤0.01% 1686
2020
Q3 		$37K Buy
+1,088
New +$35K ﹤0.01% 1734
2020
Q2 		– Sell
-992
Closed -$22K – 1545
2020
Q1 		$22K Sell
992
-251
-20% -$7.69K ﹤0.01% 1808
2019
Q4 		$42K Buy
+1,243
New +$39.4K ﹤0.01% 1584
2017
Q4 		– Sell
-301
Closed -$5K – 2560
2017
Q3 		$5K Hold
301
– – ﹤0.01% 1872
2017
Q2 		$5K Buy
301
+126
+72% +$2.06K ﹤0.01% 1797
2017
Q1 		$3K Buy
+175
New +$2.98K ﹤0.01% 1873

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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