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LGT Financial Advisors’s Evertec EVTC Stock Holding History

LGT Financial Advisors’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
-63
Closed -$2.17K – 442
2024
Q4 		$2.17K Hold
63
– – ﹤0.01% 674
2024
Q3 		$2.13K Hold
63
– – 0.01% 658
2024
Q2 		$2.1K Hold
63
– – ﹤0.01% 729
2024
Q1 		$2.51K Hold
63
– – ﹤0.01% 737
2023
Q4 		$2.58K Hold
63
– – ﹤0.01% 770
2023
Q3 		$2.34K Buy
+63
New +$2.46K ﹤0.01% 804

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's EVTC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Evertec (EVTC) in Q1 2025, closing a stake of 63 shares — an estimated $2.17K sold.

LGT Financial Advisors first reported a position in EVTC in Q3 2023 and held it in 6 quarters. The position peaked at $2.58K in Q4 2023. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 63 Evertec shares in Q1 2025, an estimated $2.17K.
  • LGT Financial Advisors first reported a position in Evertec in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Evertec position peaked at $2.58K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.