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Glassman Wealth Services’s Evertec EVTC Stock Holding History

Glassman Wealth Services’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
-26
Closed -$1K – 1768
2022
Q1 		$1K Buy
+26
New +$1.11K ﹤0.01% 1385
2021
Q1 		– Sell
-144
Closed -$6K – 1460
2020
Q4 		$6K Hold
144
– – ﹤0.01% 825
2020
Q3 		$5K Buy
+144
New +$4.63K ﹤0.01% 780

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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

Glassman Wealth Services's EVTC Position: Q2 2022 in Review

Glassman Wealth Services sold out of Evertec (EVTC) in Q2 2022, closing a stake of 26 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in EVTC in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q4 2020. 238 funds tracked by Wall St. Rank hold EVTC as of Q2 2022.

  • Glassman Wealth Services reported no remaining Evertec position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 26 Evertec shares in Q2 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Evertec in Q3 2020 and held it in 3 quarters.
  • Glassman Wealth Services's Evertec position peaked at $6K in Q4 2020.
  • 238 funds tracked by Wall St. Rank held Evertec as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.