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Wealth Alliance’s Evertec EVTC Stock Holding History

Wealth Alliance’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
2025
Q4 		– Sell
-6,426
Closed -$217K – 567
2025
Q3 		$217K Sell
6,426
-197
-3% -$6.87K 0.02% 513
2025
Q2 		$239K Buy
6,623
+951
+17% +$33.7K 0.03% 480
2025
Q1 		$209K Buy
+5,672
New +$196K 0.03% 489
2024
Q2 		– Sell
-6,892
Closed -$275K – 525
2024
Q1 		$275K Sell
6,892
-60
-0.9% -$2.37K 0.04% 420
2023
Q4 		$285K Sell
6,952
-228
-3% -$8.38K 0.04% 398
2023
Q3 		$267K Sell
7,180
-158
-2% -$6.16K 0.04% 382
2023
Q2 		$270K Buy
7,338
+54
+0.7% +$1.87K 0.04% 407
2023
Q1 		$246K Buy
+7,284
New +$256K 0.04% 421
2022
Q3 		– Sell
-6,700
Closed -$247K – 463
2022
Q2 		$247K Buy
6,700
+1,379
+26% +$52.7K 0.05% 379
2022
Q1 		$218K Sell
5,321
-163
-3% -$6.98K 0.04% 407
2021
Q4 		$274K Sell
5,484
-72
-1% -$3.33K 0.06% 349
2021
Q3 		$254K Buy
5,556
+141
+3% +$6.36K 0.06% 347
2021
Q2 		$236K Sell
5,415
-182
-3% -$7.69K 0.06% 379
2021
Q1 		$208K Buy
5,597
+333
+6% +$12.5K 0.06% 367
2020
Q4 		$207K Buy
+5,264
New +$196K 0.06% 361

Other funds holding EVTC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return