Cassady Schiller Wealth Management’s Evertec EVTC Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$311	Buy	+9	New	+$309	﹤0.01%	1041

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cassady Schiller Wealth Management's EVTC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Evertec (EVTC) in Q4 2024: 9 shares worth $311. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings.

246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

Cassady Schiller Wealth Management held 9 shares of Evertec worth $311 as of Q4 2024.
Evertec was a new Cassady Schiller Wealth Management position in Q4 2024.
Evertec made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1041 holding.
246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.