American Portfolios Advisors’s Evertec EVTC Stock Holding History

American Portfolios Advisors’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
2022 Q3	$48.4K	Sell	1,545 -52	-3%	-$1.83K	﹤0.01%	1718
2022 Q2	$58.9K	Buy	1,597 +32	+2%	+$1.22K	﹤0.01%	1668
2022 Q1	$64.1K	Buy	1,565 +21	+1%	+$900	﹤0.01%	1759
2021 Q4	$77.2K	Buy	+1,544	New	+$71.5K	﹤0.01%	1651
2020 Q1	–	Sell	-13	Closed	-$443	–	2814
2019 Q4	$443	Hold	13	–	–	﹤0.01%	2752
2019 Q3	$406	Buy	+13	New	+$436	﹤0.01%	2730

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Portfolios Advisors's EVTC Position: Q3 2022 in Review

American Portfolios Advisors reduced its Evertec (EVTC) stake by 3.3% in Q3 2022, selling an estimated $1.83K and leaving 1,545 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

American Portfolios Advisors first reported a position in EVTC in Q3 2019 and has held it in 6 quarters since. The position peaked at $77.2K in Q4 2021. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

American Portfolios Advisors held 1,545 shares of Evertec worth $48.4K as of Q3 2022.
American Portfolios Advisors sold 52 Evertec shares in Q3 2022, an estimated $1.83K.
Evertec made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1718 holding.
American Portfolios Advisors first reported a position in Evertec in Q3 2019 and has held it in 6 quarters since.
American Portfolios Advisors's Evertec position peaked at $77.2K in Q4 2021.
250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.