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Phoenix Financial’s Evertec EVTC Stock Holding History

Phoenix Financial’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
-12,500
Closed -$497K – 382
2024
Q1 		$497K Buy
+12,500
New +$493K 0.01% 268

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State Street
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Victory Capital Management
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RRAM
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Dimensional Fund Advisors
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Geode Capital Management
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Phoenix Financial's EVTC Position: Q2 2024 in Review

Phoenix Financial sold out of Evertec (EVTC) in Q2 2024, closing a stake of 12,500 shares — an estimated $497K sold.

Phoenix Financial first reported a position in EVTC in Q1 2024 and held it in 1 quarter. The position peaked at $497K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

  • Phoenix Financial reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 12,500 Evertec shares in Q2 2024, an estimated $497K.
  • Phoenix Financial first reported a position in Evertec in Q1 2024 and held it in 1 quarter.
  • Phoenix Financial's Evertec position peaked at $497K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.