TCI Wealth Advisors’s Evertec EVTC Stock Holding History

TCI 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 Q2	–	Sell	-156	Closed	-$5.26K	–	871
2023 Q1	$5.26K	Hold	156	–	–	﹤0.01%	1492
2022 Q4	$5.05K	Buy	156 +153	+5,100%	+$5.03K	﹤0.01%	1520
2022 Q3	$0	Sell	3 -137	-98%	-$4.81K	﹤0.01%	2341
2022 Q2	$5K	Buy	+140	New	+$5.35K	﹤0.01%	1468
2022 Q1	–	Sell	-154	Closed	-$8K	–	2286
2021 Q4	$8K	Buy	154 +30	+24%	+$1.39K	﹤0.01%	1321
2021 Q3	$6K	Buy	124 +34	+38%	+$1.53K	﹤0.01%	1448
2021 Q2	$4K	Buy	+90	New	+$3.8K	﹤0.01%	1563
2020 Q3	–	Sell	-84	Closed	-$2K	–	1568
2020 Q2	$2K	Buy	84 +9	+12%	+$239	﹤0.01%	1049
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	1003
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	1012
2019 Q3	$2K	Hold	75	–	–	﹤0.01%	1069
2019 Q2	$2K	Hold	75	–	–	﹤0.01%	1002
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	1016
2018 Q4	$2K	Buy	+75	New	+$1.96K	﹤0.01%	986

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

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

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

TCI Wealth Advisors's EVTC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Evertec (EVTC) in Q2 2023, closing a stake of 156 shares — an estimated $5.26K sold.

TCI Wealth Advisors first reported a position in EVTC in Q4 2018 and held it in 14 quarters. The position peaked at $8K in Q4 2021. 236 funds tracked by Wall St. Rank hold EVTC as of Q2 2023.

TCI Wealth Advisors reported no remaining Evertec position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 156 Evertec shares in Q2 2023, an estimated $5.26K.
TCI Wealth Advisors first reported a position in Evertec in Q4 2018 and held it in 14 quarters.
TCI Wealth Advisors's Evertec position peaked at $8K in Q4 2021.
236 funds tracked by Wall St. Rank held Evertec as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.