PWA
EVTC icon

Physician Wealth Advisors’s Evertec EVTC Stock Holding History

Physician 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
2025
Q1 		– Sell
-377
Closed -$13K – 1465
2024
Q4 		$13K Buy
+377
New +$12.9K ﹤0.01% 589

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

Physician Wealth Advisors's EVTC Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Evertec (EVTC) in Q1 2025, closing a stake of 377 shares — an estimated $13K sold.

Physician Wealth Advisors first reported a position in EVTC in Q4 2024 and held it in 1 quarter. The position peaked at $13K in Q4 2024. 253 funds tracked by Wall St. Rank hold EVTC as of Q1 2025.

  • Physician Wealth Advisors reported no remaining Evertec position as of Q1 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 377 Evertec shares in Q1 2025, an estimated $13K.
  • Physician Wealth Advisors first reported a position in Evertec in Q4 2024 and held it in 1 quarter.
  • Physician Wealth Advisors's Evertec position peaked at $13K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Evertec as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.