Valeo Financial Advisors’s Evertec EVTC Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-10	Closed	–	–	920
2021 Q1	$0	Buy	+10	New	+$376	﹤0.01%	2076

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valeo Financial Advisors's EVTC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Evertec (EVTC) in Q2 2021, closing a stake of 10 shares.

Valeo Financial Advisors first reported a position in EVTC in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 226 funds tracked by Wall St. Rank hold EVTC as of Q2 2021.

Valeo Financial Advisors reported no remaining Evertec position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 10 Evertec shares in Q2 2021.
Valeo Financial Advisors first reported a position in Evertec in Q1 2021 and held it in 1 quarter.
Valeo Financial Advisors's Evertec position peaked at $0 in Q1 2021.
226 funds tracked by Wall St. Rank held Evertec as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.