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Beverly Hills Private Wealth’s Evergy EVRG Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,979
Closed -$202K – 346
2023
Q3 		$202K Sell
3,979
-4,294
-52% -$244K 0.06% 275
2023
Q2 		$474K Buy
+8,273
New +$500K 0.08% 238

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beverly Hills Private Wealth's EVRG Position: Q4 2023 in Review

Beverly Hills Private Wealth sold out of Evergy (EVRG) in Q4 2023, closing a stake of 3,979 shares — an estimated $202K sold.

Beverly Hills Private Wealth first reported a position in EVRG in Q2 2023 and held it in 2 quarters. The position peaked at $474K in Q2 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Beverly Hills Private Wealth reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,979 Evergy shares in Q4 2023, an estimated $202K.
  • Beverly Hills Private Wealth first reported a position in Evergy in Q2 2023 and held it in 2 quarters.
  • Beverly Hills Private Wealth's Evergy position peaked at $474K in Q2 2023.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.