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Harvest Group Wealth Management’s Evertec EVTC Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-48
Closed -$2K – 242
2020
Q4 		$2K Hold
48
– – ﹤0.01% 353
2020
Q3 		$2K Hold
48
– – ﹤0.01% 336
2020
Q2 		$1K Hold
48
– – ﹤0.01% 373
2020
Q1 		$1K Sell
48
-14
-23% -$429 ﹤0.01% 377
2019
Q4 		$2K Hold
62
– – ﹤0.01% 601
2019
Q3 		$2K Hold
62
– – ﹤0.01% 681
2019
Q2 		$2K Hold
62
– – ﹤0.01% 531
2019
Q1 		$2K Buy
+62
New +$1.75K ﹤0.01% 609

Other funds holding EVTC

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harvest Group Wealth Management's EVTC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Evertec (EVTC) in Q1 2021, closing a stake of 48 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in EVTC in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 217 funds tracked by Wall St. Rank hold EVTC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Evertec position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 48 Evertec shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Evertec in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Evertec position peaked at $2K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Evertec as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.