CWP
EVTC icon

Concord Wealth Partners’s Evertec EVTC Stock Holding History

Concord Wealth Partners’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
-17
Closed -$587 – 858
2024
Q4 		$587 Hold
17
– – ﹤0.01% 848
2024
Q3 		$576 Buy
+17
New +$567 ﹤0.01% 888
2023
Q1 		– Sell
-28
Closed -$907 – 1061
2022
Q4 		$907 Buy
+28
New +$920 ﹤0.01% 1077

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

Concord Wealth Partners's EVTC Position: Q1 2025 in Review

Concord Wealth Partners sold out of Evertec (EVTC) in Q1 2025, closing a stake of 17 shares — an estimated $587 sold.

Concord Wealth Partners first reported a position in EVTC in Q4 2022 and held it in 3 quarters. The position peaked at $907 in Q4 2022. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Concord Wealth Partners reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 17 Evertec shares in Q1 2025, an estimated $587.
  • Concord Wealth Partners first reported a position in Evertec in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Evertec position peaked at $907 in Q4 2022.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

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