Spire Wealth Management’s Evertec EVTC Stock Holding History

Spire Wealth Management’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 Q1	–	Sell	-21	Closed	-$1K	–	2631
2021 Q4	$1K	Buy	+21	New	+$972	﹤0.01%	2860

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Spire Wealth Management's EVTC Position: Q1 2022 in Review

Spire Wealth Management sold out of Evertec (EVTC) in Q1 2022, closing a stake of 21 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in EVTC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 245 funds tracked by Wall St. Rank hold EVTC as of Q1 2022.

Spire Wealth Management reported no remaining Evertec position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 21 Evertec shares in Q1 2022, an estimated $1K.
Spire Wealth Management first reported a position in Evertec in Q4 2021 and held it in 1 quarter.
Spire Wealth Management's Evertec position peaked at $1K in Q4 2021.
245 funds tracked by Wall St. Rank held Evertec as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.