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Simplicity Wealth’s Evertec EVTC Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-17,871
Closed -$594K – 713
2024
Q2 		$594K Sell
17,871
-2,718
-13% -$98.2K 0.01% 689
2024
Q1 		$822K Buy
+20,589
New +$812K 0.02% 575

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Simplicity Wealth's EVTC Position: Q3 2024 in Review

Simplicity Wealth sold out of Evertec (EVTC) in Q3 2024, closing a stake of 17,871 shares — an estimated $594K sold.

Simplicity Wealth first reported a position in EVTC in Q1 2024 and held it in 2 quarters. The position peaked at $822K in Q1 2024. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • Simplicity Wealth reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 17,871 Evertec shares in Q3 2024, an estimated $594K.
  • Simplicity Wealth first reported a position in Evertec in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Evertec position peaked at $822K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.