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Accurate Wealth Management’s Evergy EVRG Stock Holding History

Accurate Wealth Management’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
2024
Q1 		– Sell
-3,942
Closed -$210K – 293
2023
Q4 		$210K Sell
3,942
-248
-6% -$12.5K 0.07% 258
2023
Q3 		$210K Buy
4,190
+642
+18% +$36.4K 0.07% 252
2023
Q2 		$213K Buy
3,548
+76
+2% +$4.59K 0.07% 251
2023
Q1 		$218K Buy
3,472
+935
+37% +$56.9K 0.08% 233
2022
Q4 		$163K Buy
+2,537
New +$152K 0.06% 232

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Accurate Wealth Management's EVRG Position: Q1 2024 in Review

Accurate Wealth Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 3,942 shares — an estimated $210K sold.

Accurate Wealth Management first reported a position in EVRG in Q4 2022 and held it in 5 quarters. The position peaked at $218K in Q1 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Accurate Wealth Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 3,942 Evergy shares in Q1 2024, an estimated $210K.
  • Accurate Wealth Management first reported a position in Evergy in Q4 2022 and held it in 5 quarters.
  • Accurate Wealth Management's Evergy position peaked at $218K in Q1 2023.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Accurate Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.