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Advisor Group’s Evergy EVRG Stock Holding History

Advisor Group’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
2019
Q4 		$1.27M Sell
19,546
-6,268
-24% -$400K 0.01% 1056
2019
Q3 		$1.72M Buy
25,814
+9,665
+60% +$611K 0.01% 828
2019
Q2 		$974K Buy
16,149
+631
+4% +$36.9K 0.01% 1140
2019
Q1 		$902K Buy
15,518
+1,135
+8% +$64.6K 0.01% 1158
2018
Q4 		$815K Buy
14,383
+2,024
+16% +$117K 0.01% 1066
2018
Q3 		$679K Buy
12,359
+716
+6% +$40.5K 0.01% 1245
2018
Q2 		$654K Buy
+11,643
New +$624K 0.01% 1139

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's EVRG Position: Q4 2019 in Review

Advisor Group reduced its Evergy (EVRG) stake by 24% in Q4 2019, selling an estimated $400K and leaving 19,546 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1056.

Advisor Group first reported a position in EVRG in Q2 2018 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Advisor Group held 19,546 shares of Evergy worth $1.27M as of Q4 2019.
  • Advisor Group sold 6,268 Evergy shares in Q4 2019, an estimated $400K.
  • Evergy made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1056 holding.
  • Advisor Group first reported a position in Evergy in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's Evergy position peaked at $1.72M in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.