Burt Wealth Advisors’s Evergy EVRG Stock Holding History

Burt 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
2021 Q1	–	Sell	-311	Closed	-$17K	–	177
2020 Q4	$17K	Hold	311	–	–	0.01%	250
2020 Q3	$16K	Hold	311	–	–	0.01%	252
2020 Q2	$18K	Hold	311	–	–	0.01%	238
2020 Q1	$17K	Hold	311	–	–	0.01%	237
2019 Q4	$20K	Hold	311	–	–	0.01%	241
2019 Q3	$21K	Hold	311	–	–	0.01%	230
2019 Q2	$19K	Hold	311	–	–	0.01%	242
2019 Q1	$18K	Hold	311	–	–	0.01%	249
2018 Q4	$18K	Hold	311	–	–	0.01%	244
2018 Q3	$17K	Hold	311	–	–	0.01%	266
2018 Q2	$17K	Buy	+311	New	+$16.7K	0.01%	260

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

MAM

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

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

Burt Wealth Advisors's EVRG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Evergy (EVRG) in Q1 2021, closing a stake of 311 shares — an estimated $17K sold.

Burt Wealth Advisors first reported a position in EVRG in Q2 2018 and held it in 11 quarters. The position peaked at $21K in Q3 2019. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

Burt Wealth Advisors reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 311 Evergy shares in Q1 2021, an estimated $17K.
Burt Wealth Advisors first reported a position in Evergy in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's Evergy position peaked at $21K in Q3 2019.
585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.