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TD Waterhouse Canada’s Evertec EVTC Stock Holding History

TD Waterhouse Canada’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
2024
Q3 		– Sell
-23
Closed -$760 – 1944
2024
Q2 		$760 Buy
+23
New +$831 ﹤0.01% 1744
2023
Q2 		– Sell
-120
Closed -$4K – 1777
2023
Q1 		$4K Buy
+120
New +$4.21K ﹤0.01% 1422
2022
Q4 		– Sell
-64
Closed -$2.51K – 1731
2022
Q3 		$2.51K Hold
64
– – ﹤0.01% 1472
2022
Q2 		$2.71K Buy
64
+38
+146% +$1.45K ﹤0.01% 1496
2022
Q1 		$1.08K Hold
26
– – ﹤0.01% 1666
2021
Q4 		$1.31K Buy
+26
New +$1.2K ﹤0.01% 1633

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

TD Waterhouse Canada's EVTC Position: Q3 2024 in Review

TD Waterhouse Canada sold out of Evertec (EVTC) in Q3 2024, closing a stake of 23 shares — an estimated $760 sold.

TD Waterhouse Canada first reported a position in EVTC in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2023. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • TD Waterhouse Canada reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • TD Waterhouse Canada sold 23 Evertec shares in Q3 2024, an estimated $760.
  • TD Waterhouse Canada first reported a position in Evertec in Q4 2021 and held it in 6 quarters.
  • TD Waterhouse Canada's Evertec position peaked at $4K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on TD Waterhouse Canada's 13F filing for Q3 2024, filed 12 Nov 2024.