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Better Money Decisions’s Evertec EVTC Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-88
Closed -$4K – 232
2021
Q3 		$4K Hold
88
– – ﹤0.01% 547
2021
Q2 		$4K Hold
88
– – ﹤0.01% 530
2021
Q1 		$3K Buy
+88
New +$3.31K ﹤0.01% 518

Other funds holding EVTC

BlackRock
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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Better Money Decisions's EVTC Position: Q4 2021 in Review

Better Money Decisions sold out of Evertec (EVTC) in Q4 2021, closing a stake of 88 shares — an estimated $4K sold.

Better Money Decisions first reported a position in EVTC in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 254 funds tracked by Wall St. Rank hold EVTC as of Q4 2021.

  • Better Money Decisions reported no remaining Evertec position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 88 Evertec shares in Q4 2021, an estimated $4K.
  • Better Money Decisions first reported a position in Evertec in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's Evertec position peaked at $4K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.