Artemis Wealth Advisors’s Evergy EVRG Stock Holding History

Artemis 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
2020 Q1	–	Sell	-582	Closed	-$37.9K	–	91
2019 Q4	$37.9K	Buy	+582	New	+$37.1K	0.01%	59

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Artemis Wealth Advisors's EVRG Position: Q1 2020 in Review

Artemis Wealth Advisors sold out of Evergy (EVRG) in Q1 2020, closing a stake of 582 shares — an estimated $37.9K sold.

Artemis Wealth Advisors first reported a position in EVRG in Q4 2019 and held it in 1 quarter. The position peaked at $37.9K in Q4 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

Artemis Wealth Advisors reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
Artemis Wealth Advisors sold 582 Evergy shares in Q1 2020, an estimated $37.9K.
Artemis Wealth Advisors first reported a position in Evergy in Q4 2019 and held it in 1 quarter.
Artemis Wealth Advisors's Evergy position peaked at $37.9K in Q4 2019.
581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Artemis Wealth Advisors's 13F filing for Q1 2020, filed 17 Feb 2023.