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Baystate Wealth Management’s Evergy EVRG Stock Holding History

Baystate 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
2023
Q4 		$21.5K Buy
411
+84
+26% +$4.23K ﹤0.01% 546
2023
Q3 		$16.6K Buy
327
+11
+3% +$625 ﹤0.01% 501
2023
Q2 		$18.5K Buy
316
+3
+1% +$181 ﹤0.01% 470
2023
Q1 		$19.2K Sell
313
-129
-29% -$7.85K ﹤0.01% 466
2022
Q4 		$28K Buy
442
+3
+0.7% +$180 ﹤0.01% 415
2022
Q3 		$26K Buy
439
+3
+0.7% +$202 ﹤0.01% 393
2022
Q2 		$29K Buy
436
+251
+136% +$17K ﹤0.01% 394
2022
Q1 		$13K Hold
185
– – ﹤0.01% 526
2021
Q4 		$13K Buy
185
+1
+0.5% +$65 ﹤0.01% 525
2021
Q3 		$11K Hold
184
– – ﹤0.01% 517
2021
Q2 		$11K Buy
184
+1
+0.5% +$63 ﹤0.01% 494
2021
Q1 		$11K Hold
183
– – ﹤0.01% 450
2020
Q4 		$10K Hold
183
– – ﹤0.01% 426
2020
Q3 		$9K Buy
183
+1
+0.5% +$56 ﹤0.01% 406
2020
Q2 		$11K Hold
182
– – ﹤0.01% 376
2020
Q1 		$10K Buy
182
+1
+0.6% +$66 ﹤0.01% 362
2019
Q4 		$12K Hold
181
– – ﹤0.01% 383
2019
Q3 		$12K Buy
181
+1
+0.6% +$63 ﹤0.01% 341
2019
Q2 		$11K Hold
180
– – ﹤0.01% 356
2019
Q1 		$10K Buy
180
+1
+0.6% +$57 ﹤0.01% 382
2018
Q4 		$10K Sell
179
-58
-24% -$3.35K ﹤0.01% 369
2018
Q3 		$13K Buy
+237
New +$13.4K ﹤0.01% 340

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baystate Wealth Management's EVRG Position: Q4 2023 in Review

Baystate Wealth Management increased its Evergy (EVRG) stake by 26% in Q4 2023, buying an estimated $4.23K and bringing the position to 411 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Baystate Wealth Management first reported a position in EVRG in Q3 2018 and has held it in 22 quarters since. The position peaked at $29K in Q2 2022. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Baystate Wealth Management held 411 shares of Evergy worth $21.5K as of Q4 2023.
  • Baystate Wealth Management bought 84 Evergy shares in Q4 2023, an estimated $4.23K.
  • Evergy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #546 holding.
  • Baystate Wealth Management first reported a position in Evergy in Q3 2018 and has held it in 22 quarters since.
  • Baystate Wealth Management's Evergy position peaked at $29K in Q2 2022.
  • 705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.