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Cherry Tree Wealth Management’s Evertec EVTC Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-58
Closed -$2.13K – 648
2025
Q1 		$2.13K Buy
+58
New +$2K ﹤0.01% 623

Other funds holding EVTC

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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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Cherry Tree Wealth Management's EVTC Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Evertec (EVTC) in Q2 2025, closing a stake of 58 shares — an estimated $2.13K sold.

Cherry Tree Wealth Management first reported a position in EVTC in Q1 2025 and held it in 1 quarter. The position peaked at $2.13K in Q1 2025. 266 funds tracked by Wall St. Rank hold EVTC as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Evertec position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 58 Evertec shares in Q2 2025, an estimated $2.13K.
  • Cherry Tree Wealth Management first reported a position in Evertec in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Evertec position peaked at $2.13K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Evertec as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.