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Cantor Fitzgerald’s Evertec EVTC Stock Holding History

Cantor Fitzgerald’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
Q4 		– Sell
-8,854
Closed -$329K – 355
2023
Q3 		$329K Hold
8,854
– – 0.01% 384
2023
Q2 		$326K Hold
8,854
– – 0.01% 432
2023
Q1 		$299K Sell
8,854
-287
-3% -$10.1K 0.01% 487
2022
Q4 		$296K Buy
9,141
+64
+0.7% +$2.1K 0.01% 519
2022
Q3 		$285K Sell
9,077
-64
-0.7% -$2.25K 0.01% 572
2022
Q2 		$337K Buy
+9,141
New +$349K 0.01% 591

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
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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cantor Fitzgerald's EVTC Position: Q4 2023 in Review

Cantor Fitzgerald sold out of Evertec (EVTC) in Q4 2023, closing a stake of 8,854 shares — an estimated $329K sold.

Cantor Fitzgerald first reported a position in EVTC in Q2 2022 and held it in 6 quarters. The position peaked at $337K in Q2 2022. 264 funds tracked by Wall St. Rank hold EVTC as of Q4 2023.

  • Cantor Fitzgerald reported no remaining Evertec position as of Q4 2023 after selling out during the quarter.
  • Cantor Fitzgerald sold 8,854 Evertec shares in Q4 2023, an estimated $329K.
  • Cantor Fitzgerald first reported a position in Evertec in Q2 2022 and held it in 6 quarters.
  • Cantor Fitzgerald's Evertec position peaked at $337K in Q2 2022.
  • 264 funds tracked by Wall St. Rank held Evertec as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.