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Bartlett & Co Wealth Management’s Evertec EVTC Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-486
Closed -$17.9K – 1209
2022
Q2 		$17.9K Buy
+486
New +$18.6K ﹤0.01% 753

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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Boston Partners
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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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bartlett & Co Wealth Management's EVTC Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Evertec (EVTC) in Q3 2022, closing a stake of 486 shares — an estimated $17.9K sold.

Bartlett & Co Wealth Management first reported a position in EVTC in Q2 2022 and held it in 1 quarter. The position peaked at $17.9K in Q2 2022. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Evertec position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 486 Evertec shares in Q3 2022, an estimated $17.9K.
  • Bartlett & Co Wealth Management first reported a position in Evertec in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Evertec position peaked at $17.9K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.