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IronBridge Private Wealth’s Evertec EVTC Stock Holding History

IronBridge Private 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
2022
Q1 		– Sell
-2
Closed – – 111
2021
Q4 		$0 Hold
2
– – ﹤0.01% 302
2021
Q3 		$0 Sell
2
-69,859
-100% -$3.15M ﹤0.01% 279
2021
Q2 		$3.05M Buy
+69,861
New +$2.95M 1.8% 25

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
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

IronBridge Private Wealth's EVTC Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Evertec (EVTC) in Q1 2022, closing a stake of 2 shares.

IronBridge Private Wealth first reported a position in EVTC in Q2 2021 and held it in 3 quarters. The position peaked at $3.05M in Q2 2021. 245 funds tracked by Wall St. Rank hold EVTC as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Evertec position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 2 Evertec shares in Q1 2022.
  • IronBridge Private Wealth first reported a position in Evertec in Q2 2021 and held it in 3 quarters.
  • IronBridge Private Wealth's Evertec position peaked at $3.05M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Evertec as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.