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Bogart Wealth LLC’s Evertec EVTC Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-57
Closed -$1.97K – 1448
2024
Q4 		$1.97K Buy
+57
New +$1.96K ﹤0.01% 1097
2023
Q2 		– Sell
-117
Closed -$3.95K – 1072
2023
Q1 		$3.95K Buy
+117
New +$4.11K ﹤0.01% 769

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's EVTC Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Evertec (EVTC) in Q1 2025, closing a stake of 57 shares — an estimated $1.97K sold.

Bogart Wealth LLC first reported a position in EVTC in Q1 2023 and held it in 2 quarters. The position peaked at $3.95K in Q1 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 57 Evertec shares in Q1 2025, an estimated $1.97K.
  • Bogart Wealth LLC first reported a position in Evertec in Q1 2023 and held it in 2 quarters.
  • Bogart Wealth LLC's Evertec position peaked at $3.95K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.