Advisor OS’s Evergy EVRG Stock Holding History

Advisor OS’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
2023 Q3	–	Sell	-4,528	Closed	-$265K	–	296
2023 Q2	$265K	Sell	4,528 -587	-11%	-$35.5K	0.04%	250
2023 Q1	$313K	Buy	5,115 +1,530	+43%	+$93.1K	0.08%	186
2022 Q4	$226K	Buy	+3,585	New	+$215K	0.06%	200

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor OS's EVRG Position: Q3 2023 in Review

Advisor OS sold out of Evergy (EVRG) in Q3 2023, closing a stake of 4,528 shares — an estimated $265K sold.

Advisor OS first reported a position in EVRG in Q4 2022 and held it in 3 quarters. The position peaked at $313K in Q1 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

Advisor OS reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
Advisor OS sold 4,528 Evergy shares in Q3 2023, an estimated $265K.
Advisor OS first reported a position in Evergy in Q4 2022 and held it in 3 quarters.
Advisor OS's Evergy position peaked at $313K in Q1 2023.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Advisor OS's 13F filing for Q3 2023, filed 3 Nov 2023.