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Washington Trust Advisors’s Evertec EVTC Stock Holding History

Washington Trust 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
2022
Q4 		– Sell
-416
Closed -$13K – 818
2022
Q3 		$13K Hold
416
– – ﹤0.01% 561
2022
Q2 		$15K Hold
416
– – ﹤0.01% 580
2022
Q1 		$17K Buy
416
+111
+36% +$4.75K ﹤0.01% 623
2021
Q4 		$15K Buy
+305
New +$14.1K ﹤0.01% 673

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Washington Trust Advisors's EVTC Position: Q4 2022 in Review

Washington Trust Advisors sold out of Evertec (EVTC) in Q4 2022, closing a stake of 416 shares — an estimated $13K sold.

Washington Trust Advisors first reported a position in EVTC in Q4 2021 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 250 funds tracked by Wall St. Rank hold EVTC as of Q4 2022.

  • Washington Trust Advisors reported no remaining Evertec position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 416 Evertec shares in Q4 2022, an estimated $13K.
  • Washington Trust Advisors first reported a position in Evertec in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's Evertec position peaked at $17K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Evertec as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.