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Westside Investment Management’s Evertec EVTC Stock Holding History

Westside Investment 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
-72
Closed -$2.39K – 997
2024
Q2 		$2.39K Buy
+72
New +$2.6K ﹤0.01% 869

Other funds holding EVTC

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
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
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

Westside Investment Management's EVTC Position: Q3 2024 in Review

Westside Investment Management sold out of Evertec (EVTC) in Q3 2024, closing a stake of 72 shares — an estimated $2.39K sold.

Westside Investment Management first reported a position in EVTC in Q2 2024 and held it in 1 quarter. The position peaked at $2.39K in Q2 2024. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • Westside Investment Management reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 72 Evertec shares in Q3 2024, an estimated $2.39K.
  • Westside Investment Management first reported a position in Evertec in Q2 2024 and held it in 1 quarter.
  • Westside Investment Management's Evertec position peaked at $2.39K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.