Amplius Wealth Advisors’s Evergy EVRG Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-41	Closed	-$2K	–	407
2021 Q4	$2K	Buy	+41	New	+$2.67K	﹤0.01%	830

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amplius Wealth Advisors's EVRG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Evergy (EVRG) in Q1 2022, closing a stake of 41 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

Amplius Wealth Advisors reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 41 Evergy shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Evergy position peaked at $2K in Q4 2021.
640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.