WealthCollab’s Evertec EVTC Stock Holding History

WealthCollab’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 Q2	–	Sell	-23	Closed	-$918	–	878
2024 Q1	$918	Hold	23	–	–	﹤0.01%	823
2023 Q4	$942	Buy	+23	New	+$845	﹤0.01%	825

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthCollab's EVTC Position: Q2 2024 in Review

WealthCollab sold out of Evertec (EVTC) in Q2 2024, closing a stake of 23 shares — an estimated $918 sold.

WealthCollab first reported a position in EVTC in Q4 2023 and held it in 2 quarters. The position peaked at $942 in Q4 2023. 243 funds tracked by Wall St. Rank hold EVTC as of Q2 2024.

WealthCollab reported no remaining Evertec position as of Q2 2024 after selling out during the quarter.
WealthCollab sold 23 Evertec shares in Q2 2024, an estimated $918.
WealthCollab first reported a position in Evertec in Q4 2023 and held it in 2 quarters.
WealthCollab's Evertec position peaked at $942 in Q4 2023.
243 funds tracked by Wall St. Rank held Evertec as of Q2 2024.

Based on WealthCollab's 13F filing for Q2 2024, filed 13 Aug 2024.