AIP
EVRG icon

Almanack Investment Partners’s Evergy EVRG Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-232
Closed -$14K – 481
2022
Q3 		$14K Buy
+232
New +$15.6K ﹤0.01% 421

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Almanack Investment Partners's EVRG Position: Q4 2022 in Review

Almanack Investment Partners sold out of Evergy (EVRG) in Q4 2022, closing a stake of 232 shares — an estimated $14K sold.

Almanack Investment Partners first reported a position in EVRG in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Almanack Investment Partners reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 232 Evergy shares in Q4 2022, an estimated $14K.
  • Almanack Investment Partners first reported a position in Evergy in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Evergy position peaked at $14K in Q3 2022.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.