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Belpointe Asset Management’s Evertec EVTC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-115
Closed -$3.88K – 1429
2023
Q1 		$3.88K Buy
+115
New +$4.04K ﹤0.01% 3103

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State Street
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RRAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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Loomis, Sayles & Company
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Belpointe Asset Management's EVTC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Evertec (EVTC) in Q2 2023, closing a stake of 115 shares — an estimated $3.88K sold.

Belpointe Asset Management first reported a position in EVTC in Q1 2023 and held it in 1 quarter. The position peaked at $3.88K in Q1 2023. 236 funds tracked by Wall St. Rank hold EVTC as of Q2 2023.

  • Belpointe Asset Management reported no remaining Evertec position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 115 Evertec shares in Q2 2023, an estimated $3.88K.
  • Belpointe Asset Management first reported a position in Evertec in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Evertec position peaked at $3.88K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held Evertec as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.