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Wetzel Investment Advisors’s Evertec EVTC Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-8
Closed -$319 – 370
2024
Q2 		$319 Hold
8
– – ﹤0.01% 902
2024
Q1 		$298 Hold
8
– – ﹤0.01% 1005
2023
Q4 		$0 Buy
+8
New +$294 ﹤0.01% 1021

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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

Wetzel Investment Advisors's EVTC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Evertec (EVTC) in Q3 2024, closing a stake of 8 shares — an estimated $319 sold.

Wetzel Investment Advisors first reported a position in EVTC in Q4 2023 and held it in 3 quarters. The position peaked at $319 in Q2 2024. 248 funds tracked by Wall St. Rank hold EVTC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Evertec position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 8 Evertec shares in Q3 2024, an estimated $319.
  • Wetzel Investment Advisors first reported a position in Evertec in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Evertec position peaked at $319 in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Evertec as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.