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Capital Directions Investment Advisors’s Evergy EVRG Stock Holding History

Capital Directions Investment 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
2022
Q3 		– Sell
-150
Closed -$10K – 221
2022
Q2 		$10K Hold
150
– – ﹤0.01% 212
2022
Q1 		$10K Buy
+150
New +$9.68K ﹤0.01% 231
2021
Q4 		– Sell
-150
Closed -$9K – 113
2021
Q3 		$9K Sell
150
-110
-42% -$7.21K ﹤0.01% 236
2021
Q2 		$16K Buy
+260
New +$16.3K ﹤0.01% 188
2021
Q1 		– Sell
-260
Closed -$14K – 232
2020
Q4 		$14K Hold
260
– – ﹤0.01% 171
2020
Q3 		$13K Buy
+260
New +$14.5K ﹤0.01% 176

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $408B AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Capital Directions Investment Advisors's EVRG Position: Q3 2022 in Review

Capital Directions Investment Advisors sold out of Evergy (EVRG) in Q3 2022, closing a stake of 150 shares — an estimated $10K sold.

Capital Directions Investment Advisors first reported a position in EVRG in Q3 2020 and held it in 6 quarters. The position peaked at $16K in Q2 2021. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Capital Directions Investment Advisors reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 150 Evergy shares in Q3 2022, an estimated $10K.
  • Capital Directions Investment Advisors first reported a position in Evergy in Q3 2020 and held it in 6 quarters.
  • Capital Directions Investment Advisors's Evergy position peaked at $16K in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.