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Plante Moran Financial Advisors’s Evertec EVTC Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-95
Closed -$4K – 914
2022
Q2 		$4K Buy
+95
New +$3.63K ﹤0.01% 735
2021
Q2 		– Sell
-75
Closed -$3K – 980
2021
Q1 		$3K Buy
+75
New +$2.82K ﹤0.01% 855

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Capital International Investors
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State Street
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Boston Partners
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RRAM
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Plante Moran Financial Advisors's EVTC Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Evertec (EVTC) in Q3 2022, closing a stake of 95 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in EVTC in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Evertec position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 95 Evertec shares in Q3 2022, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Evertec in Q1 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Evertec position peaked at $4K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.