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Fortitude Advisory Group’s Evertec EVTC Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-818
Closed -$33K – 545
2022
Q1 		$33K Buy
818
+124
+18% +$5.31K 0.02% 655
2021
Q4 		$35K Buy
+694
New +$32.1K 0.02% 648

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fortitude Advisory Group's EVTC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Evertec (EVTC) in Q2 2022, closing a stake of 818 shares — an estimated $33K sold.

Fortitude Advisory Group first reported a position in EVTC in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 238 funds tracked by Wall St. Rank hold EVTC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Evertec position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 818 Evertec shares in Q2 2022, an estimated $33K.
  • Fortitude Advisory Group first reported a position in Evertec in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Evertec position peaked at $35K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Evertec as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.