BIA
EVTC icon

Bell Investment Advisors’s Evertec EVTC Stock Holding History

Bell Investment 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 		– Sell
-87
Closed -$3K – 1795
2022
Q2 		$3K Buy
+87
New +$3.32K ﹤0.01% 928
2021
Q4 		$4K Hold
87
– – ﹤0.01% 853
2021
Q3 		$4K Buy
+87
New +$3.92K ﹤0.01% 789

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bell Investment Advisors's EVTC Position: Q3 2022 in Review

Bell Investment Advisors sold out of Evertec (EVTC) in Q3 2022, closing a stake of 87 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in EVTC in Q3 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

  • Bell Investment Advisors reported no remaining Evertec position as of Q3 2022 after selling out during the quarter.
  • Bell Investment Advisors sold 87 Evertec shares in Q3 2022, an estimated $3K.
  • Bell Investment Advisors first reported a position in Evertec in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Evertec position peaked at $4K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Bell Investment Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.