Wipfli Financial Advisors’s Evertec EVTC Stock Holding History

Wipfli Financial 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 Q3	$27K	Buy	+875	New	+$30.7K	﹤0.01%	1428

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wipfli Financial Advisors's EVTC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Evertec (EVTC) in Q3 2022: 875 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings.

250 funds tracked by Wall St. Rank hold EVTC as of Q3 2022.

Wipfli Financial Advisors held 875 shares of Evertec worth $27K as of Q3 2022.
Evertec was a new Wipfli Financial Advisors position in Q3 2022.
Evertec made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1428 holding.
250 funds tracked by Wall St. Rank held Evertec as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.