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Alpha DNA Investment Management’s Evergy EVRG Stock Holding History

Alpha DNA Investment 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
2021
Q2 		– Sell
-65
Closed -$3K – 275
2021
Q1 		$3K Sell
65
-11
-14% -$609 ﹤0.01% 466
2020
Q4 		$4K Buy
+76
New +$4.17K ﹤0.01% 391

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alpha DNA Investment Management's EVRG Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Evergy (EVRG) in Q2 2021, closing a stake of 65 shares — an estimated $3K sold.

Alpha DNA Investment Management first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 65 Evergy shares in Q2 2021, an estimated $3K.
  • Alpha DNA Investment Management first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Evergy position peaked at $4K in Q4 2020.
  • 582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.