5th Street Advisors’s Evergy EVRG Stock Holding History

5th Street Advisors’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-97,672	Closed	-$5.42M	–	19
2021 Q4	$5.42M	Buy	+97,672	New	+$6.35M	5.14%	7

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

5th Street Advisors's EVRG Position: Q1 2022 in Review

5th Street Advisors sold out of Evergy (EVRG) in Q1 2022, closing a stake of 97,672 shares — an estimated $5.42M sold.

5th Street Advisors first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $5.42M in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

5th Street Advisors reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
5th Street Advisors sold 97,672 Evergy shares in Q1 2022, an estimated $5.42M.
5th Street Advisors first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
5th Street Advisors's Evergy position peaked at $5.42M in Q4 2021.
640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on 5th Street Advisors's 13F filing for Q1 2022, filed 2 May 2022.