AIS
EVRG icon

Accurate Investment Solutions’s Evergy EVRG Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-1,000
Closed -$55K – 124
2020
Q1 		$55K Buy
1,000
+719
+256% +$47.2K 0.04% 191
2019
Q4 		$18K Buy
+281
New +$17.9K 0.01% 232

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Accurate Investment Solutions's EVRG Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Evergy (EVRG) in Q2 2020, closing a stake of 1,000 shares — an estimated $55K sold.

Accurate Investment Solutions first reported a position in EVRG in Q4 2019 and held it in 2 quarters. The position peaked at $55K in Q1 2020. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 1,000 Evergy shares in Q2 2020, an estimated $55K.
  • Accurate Investment Solutions first reported a position in Evergy in Q4 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's Evergy position peaked at $55K in Q1 2020.
  • 579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.