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Alterna Wealth Management’s Evertec EVTC Stock Holding History

Alterna 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
2020
Q3 		– Sell
-11,436
Closed -$321K – 101
2020
Q2 		$321K Buy
+11,436
New +$303K 0.38% 72
2020
Q1 		– Sell
-8,079
Closed -$275K – 86
2019
Q4 		$275K Buy
+8,079
New +$256K 0.31% 72

Other funds holding EVTC

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alterna Wealth Management's EVTC Position: Q3 2020 in Review

Alterna Wealth Management sold out of Evertec (EVTC) in Q3 2020, closing a stake of 11,436 shares — an estimated $321K sold.

Alterna Wealth Management first reported a position in EVTC in Q4 2019 and held it in 2 quarters. The position peaked at $321K in Q2 2020. 200 funds tracked by Wall St. Rank hold EVTC as of Q3 2020.

  • Alterna Wealth Management reported no remaining Evertec position as of Q3 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 11,436 Evertec shares in Q3 2020, an estimated $321K.
  • Alterna Wealth Management first reported a position in Evertec in Q4 2019 and held it in 2 quarters.
  • Alterna Wealth Management's Evertec position peaked at $321K in Q2 2020.
  • 200 funds tracked by Wall St. Rank held Evertec as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.