GPS Wealth Strategies Group’s Evertec EVTC Stock Holding History

GPS Wealth Strategies 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
2025 Q1	–	Sell	-324	Closed	-$11.2K	–	1534
2024 Q4	$11.2K	Hold	324	–	–	﹤0.01%	929
2024 Q3	$11K	Buy	324 +1	+0.3%	+$33	﹤0.01%	929
2024 Q2	$10.8K	Hold	323	–	–	﹤0.01%	896
2024 Q1	$12.9K	Sell	323 -702	-68%	-$27.7K	﹤0.01%	809
2023 Q4	$42K	Sell	1,025 -40	-4%	-$1.47K	0.01%	527
2023 Q3	$39.6K	Buy	1,065 +83	+8%	+$3.23K	0.01%	531
2023 Q2	$36.2K	Hold	982	–	–	0.01%	566
2023 Q1	$33.1K	Buy	+982	New	+$34.5K	0.01%	582
2022 Q4	–	Sell	-982	Closed	-$31K	–	431
2022 Q3	$31K	Hold	982	–	–	0.01%	522
2022 Q2	$36K	Sell	982 -321	-25%	-$12.3K	0.01%	506
2022 Q1	$53K	Hold	1,303	–	–	0.01%	405
2021 Q4	$65K	Hold	1,303	–	–	0.01%	363
2021 Q3	$60K	Sell	1,303 -67	-5%	-$3.02K	0.01%	358
2021 Q2	$60K	Buy	1,370 +377	+38%	+$15.9K	0.02%	378
2021 Q1	$36K	Buy	+993	New	+$37.4K	0.01%	444

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GPS Wealth Strategies Group's EVTC Position: Q1 2025 in Review

GPS Wealth Strategies Group sold out of Evertec (EVTC) in Q1 2025, closing a stake of 324 shares — an estimated $11.2K sold.

GPS Wealth Strategies Group first reported a position in EVTC in Q1 2021 and held it in 15 quarters. The position peaked at $65K in Q4 2021. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

GPS Wealth Strategies Group reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 324 Evertec shares in Q1 2025, an estimated $11.2K.
GPS Wealth Strategies Group first reported a position in Evertec in Q1 2021 and held it in 15 quarters.
GPS Wealth Strategies Group's Evertec position peaked at $65K in Q4 2021.
253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2025, filed 15 Apr 2025.