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Money Concepts Capital’s Evertec EVTC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-161
Closed -$5.22K – 1231
2022
Q4 		$5.22K Buy
+161
New +$5.29K ﹤0.01% 2323

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's EVTC Position: Q1 2023 in Review

Money Concepts Capital sold out of Evertec (EVTC) in Q1 2023, closing a stake of 161 shares — an estimated $5.22K sold.

Money Concepts Capital first reported a position in EVTC in Q4 2022 and held it in 1 quarter. The position peaked at $5.22K in Q4 2022. 248 funds tracked by Wall St. Rank hold EVTC as of Q1 2023.

  • Money Concepts Capital reported no remaining Evertec position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 161 Evertec shares in Q1 2023, an estimated $5.22K.
  • Money Concepts Capital first reported a position in Evertec in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Evertec position peaked at $5.22K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.