Sutton Wealth Advisors’s Evertec EVTC Stock Holding History

Sutton 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
2023 Q1	–	Sell	-968	Closed	-$31.3K	–	1047
2022 Q4	$31.3K	Sell	968 -143	-13%	-$4.7K	0.01%	536
2022 Q3	$34.8K	Buy	1,111 +140	+14%	+$4.92K	0.01%	474
2022 Q2	$35.8K	Sell	971 -36	-4%	-$1.38K	0.01%	475
2022 Q1	$41.2K	Buy	1,007 +45	+5%	+$1.93K	0.01%	468
2021 Q4	$48.1K	Buy	962 +14	+1%	+$648	0.02%	425
2021 Q3	$43.3K	Hold	948	–	–	0.02%	438
2021 Q2	$41.4K	Hold	948	–	–	0.02%	462
2021 Q1	$35.3K	Hold	948	–	–	0.01%	493
2020 Q4	$37.3K	Hold	948	–	–	0.02%	437
2020 Q3	$32.9K	Hold	948	–	–	0.02%	408
2020 Q2	$26.6K	Hold	948	–	–	0.01%	455
2020 Q1	$21.5K	Hold	948	–	–	0.01%	454
2019 Q4	$32.3K	Hold	948	–	–	0.02%	432
2019 Q3	$29.6K	Hold	948	–	–	0.02%	453
2019 Q2	$31K	Hold	948	–	–	0.02%	442
2019 Q1	$26.4K	Hold	948	–	–	0.02%	489
2018 Q4	$27.2K	Buy	+948	New	+$24.8K	0.02%	427

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's EVTC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Evertec (EVTC) in Q1 2023, closing a stake of 968 shares — an estimated $31.3K sold.

Sutton Wealth Advisors first reported a position in EVTC in Q4 2018 and held it in 17 quarters. The position peaked at $48.1K in Q4 2021. 248 funds tracked by Wall St. Rank hold EVTC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Evertec position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 968 Evertec shares in Q1 2023, an estimated $31.3K.
Sutton Wealth Advisors first reported a position in Evertec in Q4 2018 and held it in 17 quarters.
Sutton Wealth Advisors's Evertec position peaked at $48.1K in Q4 2021.
248 funds tracked by Wall St. Rank held Evertec as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.