CI
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CX Institutional’s Evertec EVTC Stock Holding History

CX Institutional’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
2026
Q2 		$5K Sell
172
-209,692
-100% -$5.57M ﹤0.01% 1366
2026
Q1 		$5.92M Buy
+209,864
New +$5.96M 0.18% 137
2023
Q1 		– Sell
-31,307
Closed -$1.01M – 504
2022
Q4 		$1.01M Buy
+31,307
New +$1.03M 0.06% 275

Other funds holding EVTC

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return