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TD Private Client Wealth’s Evertec EVTC Stock Holding History

TD Private Client Wealth’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
2026
Q1 		$86K Buy
3,048
+763
+33% +$21.7K ﹤0.01% 779
2025
Q4 		$66.5K Buy
2,285
+1,241
+119% +$36.9K ﹤0.01% 837
2025
Q3 		$35.3K Sell
1,044
-1,095
-51% -$38.2K ﹤0.01% 910
2025
Q2 		$77.1K Buy
2,139
+284
+15% +$10.1K ﹤0.01% 775
2025
Q1 		$68.2K Buy
1,855
+300
+19% +$10.4K ﹤0.01% 762
2024
Q4 		$53.7K Sell
1,555
-17
-1% -$583 ﹤0.01% 807
2024
Q3 		$53.3K Hold
1,572
– – ﹤0.01% 817
2024
Q2 		$52.3K Hold
1,572
– – ﹤0.01% 795
2024
Q1 		$62.7K Buy
1,572
+594
+61% +$23.4K ﹤0.01% 768
2023
Q4 		$40K Hold
978
– – ﹤0.01% 845
2023
Q3 		$36.4K Hold
978
– – ﹤0.01% 828
2023
Q2 		$36K Hold
978
– – ﹤0.01% 848
2023
Q1 		$33K Buy
978
+288
+42% +$10.1K ﹤0.01% 853
2022
Q4 		$22.3K Hold
690
– – ﹤0.01% 899
2022
Q3 		$21.6K Hold
690
– – ﹤0.01% 896
2022
Q2 		$25.4K Sell
690
-226
-25% -$8.63K ﹤0.01% 871
2022
Q1 		$37.5K Buy
+916
New +$39.2K ﹤0.01% 827

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return