American State Bank (Iowa)’s Evergy EVRG Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-1,196	Closed	-$62.4K	–	175
2023 Q4	$62.4K	Hold	1,196	–	–	0.04%	185
2023 Q3	$60.6K	Hold	1,196	–	–	0.04%	181
2023 Q2	$69.9K	Hold	1,196	–	–	0.05%	176
2023 Q1	$73.1K	Hold	1,196	–	–	0.05%	175
2022 Q4	$75.3K	Hold	1,196	–	–	0.06%	172
2022 Q3	$71K	Hold	1,196	–	–	0.06%	174
2022 Q2	$78K	Hold	1,196	–	–	0.06%	169
2022 Q1	$81.7K	Hold	1,196	–	–	0.06%	174
2021 Q4	$82.1K	Hold	1,196	–	–	0.06%	171
2021 Q3	$74.4K	Hold	1,196	–	–	0.06%	170
2021 Q2	$72.3K	Hold	1,196	–	–	0.06%	172
2021 Q1	$71.2K	Hold	1,196	–	–	0.06%	168
2020 Q4	$66.4K	Buy	+1,196	New	+$65.6K	0.06%	162

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return