High Note Wealth’s Evertec EVTC Stock Holding History

High Note Wealth’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	-69	Closed	-$2.38K	–	905
2024 Q4	$2.38K	Buy	+69	New	+$2.37K	﹤0.01%	650

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

High Note Wealth's EVTC Position: Q1 2025 in Review

High Note Wealth sold out of Evertec (EVTC) in Q1 2025, closing a stake of 69 shares — an estimated $2.38K sold.

High Note Wealth first reported a position in EVTC in Q4 2024 and held it in 1 quarter. The position peaked at $2.38K in Q4 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

High Note Wealth reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 69 Evertec shares in Q1 2025, an estimated $2.38K.
High Note Wealth first reported a position in Evertec in Q4 2024 and held it in 1 quarter.
High Note Wealth's Evertec position peaked at $2.38K in Q4 2024.
253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.