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Atlas Private Wealth Management’s Evergy EVRG Stock Holding History

Atlas Private Wealth 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
2020
Q2 		– Sell
-80
Closed -$4K – 462
2020
Q1 		$4K Hold
80
– – ﹤0.01% 374
2019
Q4 		$5K Buy
+80
New +$5.1K ﹤0.01% 395

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Management's EVRG Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of Evergy (EVRG) in Q2 2020, closing a stake of 80 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in EVRG in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 579 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 80 Evergy shares in Q2 2020, an estimated $4K.
  • Atlas Private Wealth Management first reported a position in Evergy in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's Evergy position peaked at $5K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.