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TFC Financial Management’s Evertec EVTC Stock Holding History

TFC Financial 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
2024
Q3 		– Sell
-1
Closed -$34 – 1033
2024
Q2 		$34 Buy
+1
New +$36 ﹤0.01% 936

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American Century Companies
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Kayne Anderson Rudnick Investment Management
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State Street
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Victory Capital Management
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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

TFC Financial Management's EVTC Position: Q3 2024 in Review

TFC Financial Management sold out of Evertec (EVTC) in Q3 2024, closing a stake of 1 share — an estimated $34 sold.

TFC Financial Management first reported a position in EVTC in Q2 2024 and held it in 1 quarter. The position peaked at $34 in Q2 2024. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • TFC Financial Management reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 1 Evertec share in Q3 2024, an estimated $34.
  • TFC Financial Management first reported a position in Evertec in Q2 2024 and held it in 1 quarter.
  • TFC Financial Management's Evertec position peaked at $34 in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.