Altus Wealth Group’s Evergy EVRG Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-359	Closed	-$20K	–	374
2020 Q4	$20K	Buy	+359	New	+$19.7K	0.02%	366

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

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

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

Altus Wealth Group's EVRG Position: Q1 2021 in Review

Altus Wealth Group sold out of Evergy (EVRG) in Q1 2021, closing a stake of 359 shares — an estimated $20K sold.

Altus Wealth Group first reported a position in EVRG in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 584 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Altus Wealth Group reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 359 Evergy shares in Q1 2021, an estimated $20K.
Altus Wealth Group first reported a position in Evergy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Evergy position peaked at $20K in Q4 2020.
584 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.