SFS
EVTC icon

Sowell Financial Services’s Evertec EVTC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-147
Closed -$6K – 1192
2021
Q1 		$6K Buy
+147
New +$5.53K ﹤0.01% 2523

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sowell Financial Services's EVTC Position: Q2 2021 in Review

Sowell Financial Services sold out of Evertec (EVTC) in Q2 2021, closing a stake of 147 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in EVTC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 226 funds tracked by Wall St. Rank hold EVTC as of Q2 2021.

  • Sowell Financial Services reported no remaining Evertec position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 147 Evertec shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Evertec in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Evertec position peaked at $6K in Q1 2021.
  • 226 funds tracked by Wall St. Rank held Evertec as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.