BPA
EVTC icon

Beacon Pointe Advisors’s Evertec EVTC Stock Holding History

Beacon Pointe 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
2023
Q4 		– Sell
-6,299
Closed -$234K – 1344
2023
Q3 		$234K Buy
+6,299
New +$245K ﹤0.01% 1169

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's EVTC Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Evertec (EVTC) in Q4 2023, closing a stake of 6,299 shares — an estimated $234K sold.

Beacon Pointe Advisors first reported a position in EVTC in Q3 2023 and held it in 1 quarter. The position peaked at $234K in Q3 2023. 264 funds tracked by Wall St. Rank hold EVTC as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Evertec position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,299 Evertec shares in Q4 2023, an estimated $234K.
  • Beacon Pointe Advisors first reported a position in Evertec in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Evertec position peaked at $234K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Evertec as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.