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Coppell Advisory Solutions’s Evertec EVTC Stock Holding History

Coppell Advisory Solutions’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
-46
Closed -$1.58K – 806
2024
Q4 		$1.58K Hold
46
– – ﹤0.01% 1578
2024
Q3 		$1.56K Hold
46
– – ﹤0.01% 1489
2024
Q2 		$1.53K Buy
+46
New +$1.66K ﹤0.01% 1426
2023
Q4 		$1.88K Buy
+46
New +$1.69K ﹤0.01% 1305
2023
Q3 		– Sell
-46
Closed -$1.69K – 1297
2023
Q2 		$1.69K Buy
+46
New +$1.59K ﹤0.01% 1042

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

Coppell Advisory Solutions's EVTC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Evertec (EVTC) in Q1 2025, closing a stake of 46 shares — an estimated $1.58K sold.

Coppell Advisory Solutions first reported a position in EVTC in Q2 2023 and held it in 5 quarters. The position peaked at $1.88K in Q4 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 46 Evertec shares in Q1 2025, an estimated $1.58K.
  • Coppell Advisory Solutions first reported a position in Evertec in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Evertec position peaked at $1.88K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.