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BDO Wealth Advisors’s Evertec EVTC Stock Holding History

BDO Wealth 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
2021
Q2 		– Sell
-24
Closed -$1K – 1139
2021
Q1 		$1K Hold
24
– – ﹤0.01% 1064
2020
Q4 		$1K Hold
24
– – ﹤0.01% 841
2020
Q3 		$1K Buy
+24
New +$772 ﹤0.01% 764

Other funds holding EVTC

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Vanguard Group
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

BDO Wealth Advisors's EVTC Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Evertec (EVTC) in Q2 2021, closing a stake of 24 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in EVTC in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 226 funds tracked by Wall St. Rank hold EVTC as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Evertec position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 24 Evertec shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Evertec in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Evertec position peaked at $1K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Evertec as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.