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Marshall Financial Group (Maryland)’s Evertec EVTC Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		– Sell
-5,340
Closed -$219K – 193
2022
Q1 		$219K Hold
5,340
– – 0.09% 195
2021
Q4 		$267K Buy
+5,340
New +$247K 0.1% 191

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Marshall Financial Group (Maryland)'s EVTC Position: Q2 2022 in Review

Marshall Financial Group (Maryland) sold out of Evertec (EVTC) in Q2 2022, closing a stake of 5,340 shares — an estimated $219K sold.

Marshall Financial Group (Maryland) first reported a position in EVTC in Q4 2021 and held it in 2 quarters. The position peaked at $267K in Q4 2021. 238 funds tracked by Wall St. Rank hold EVTC as of Q2 2022.

  • Marshall Financial Group (Maryland) reported no remaining Evertec position as of Q2 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 5,340 Evertec shares in Q2 2022, an estimated $219K.
  • Marshall Financial Group (Maryland) first reported a position in Evertec in Q4 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Evertec position peaked at $267K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Evertec as of Q2 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2022, filed 25 Jul 2022.