BFEC
EVTC icon

Benjamin F. Edwards & Company’s Evertec EVTC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$104K Buy
3,132
+1,490
+91% +$53.9K ﹤0.01% 1098
2024
Q1 		$65K Buy
1,642
+873
+114% +$34.4K ﹤0.01% 1226
2023
Q4 		$31K Buy
+769
New +$28.3K ﹤0.01% 1371

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's EVTC Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Evertec (EVTC) stake by 91% in Q2 2024, buying an estimated $53.9K and bringing the position to 3,132 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Benjamin F. Edwards & Company first reported a position in EVTC in Q4 2023 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,132 shares of Evertec worth $104K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 1,490 Evertec shares in Q2 2024, an estimated $53.9K.
  • Evertec made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1098 holding.
  • Benjamin F. Edwards & Company first reported a position in Evertec in Q4 2023 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.