TD Ameritrade Investment Management’s Evertec EVTC Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-2,222	Closed	-$82K	–	152
2023 Q2	$82K	Sell	2,222 -144	-6%	-$4.99K	﹤0.01%	228
2023 Q1	$80K	Sell	2,366 -594	-20%	-$20.9K	﹤0.01%	236
2022 Q4	$96K	Sell	2,960 -849	-22%	-$27.9K	﹤0.01%	238
2022 Q3	$119K	Sell	3,809 -404	-10%	-$14.2K	﹤0.01%	236
2022 Q2	$155K	Sell	4,213 -669	-14%	-$25.6K	﹤0.01%	236
2022 Q1	$200K	Sell	4,882 -329	-6%	-$14.1K	﹤0.01%	241
2021 Q4	$260K	Buy	+5,211	New	+$241K	﹤0.01%	226

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

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

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

TD Ameritrade Investment Management's EVTC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Evertec (EVTC) in Q3 2023, closing a stake of 2,222 shares — an estimated $82K sold.

TD Ameritrade Investment Management first reported a position in EVTC in Q4 2021 and held it in 7 quarters. The position peaked at $260K in Q4 2021. 253 funds tracked by Wall St. Rank hold EVTC as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Evertec position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 2,222 Evertec shares in Q3 2023, an estimated $82K.
TD Ameritrade Investment Management first reported a position in Evertec in Q4 2021 and held it in 7 quarters.
TD Ameritrade Investment Management's Evertec position peaked at $260K in Q4 2021.
253 funds tracked by Wall St. Rank held Evertec as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.