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Pacific Capital Wealth Advisors’s Evertec EVTC Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-108
Closed -$4.31K – 595
2024
Q1 		$4.31K Buy
+108
New +$4.26K ﹤0.01% 337

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pacific Capital Wealth Advisors's EVTC Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Evertec (EVTC) in Q2 2024, closing a stake of 108 shares — an estimated $4.31K sold.

Pacific Capital Wealth Advisors first reported a position in EVTC in Q1 2024 and held it in 1 quarter. The position peaked at $4.31K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 108 Evertec shares in Q2 2024, an estimated $4.31K.
  • Pacific Capital Wealth Advisors first reported a position in Evertec in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Evertec position peaked at $4.31K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.