Carroll Financial Associates’s Evergy EVRG Stock Holding History

Carroll Financial Associates’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 Q4	$7K	Buy	110 +26	+31%	+$1.69K	﹤0.01%	1253
2021 Q3	$5K	Buy	84 +22	+35%	+$1.44K	﹤0.01%	1367
2021 Q2	$3K	Buy	62 +13	+27%	+$813	﹤0.01%	1511
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	1494
2020 Q4	$2K	Sell	49 -2	-4%	-$110	﹤0.01%	1382
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	1325
2020 Q2	$3K	Hold	51	–	–	﹤0.01%	1287
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	1288
2019 Q4	$3K	Hold	51	–	–	﹤0.01%	1315
2019 Q3	$3K	Hold	51	–	–	﹤0.01%	1273
2019 Q2	$3K	Buy	51 +29	+132%	+$1.7K	﹤0.01%	1304
2019 Q1	$1K	Buy	22 +2	+10%	+$114	﹤0.01%	1297
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	1223
2018 Q3	$1K	Buy	+20	New	+$1.13K	﹤0.01%	1236

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's EVRG Position: Q4 2021 in Review

Carroll Financial Associates increased its Evergy (EVRG) stake by 31% in Q4 2021, buying an estimated $1.69K and bringing the position to 110 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Carroll Financial Associates first reported a position in EVRG in Q3 2018 and has held it in 14 quarters since. 632 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Carroll Financial Associates held 110 shares of Evergy worth $7K as of Q4 2021.
Carroll Financial Associates bought 26 Evergy shares in Q4 2021, an estimated $1.69K.
Evergy made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1253 holding.
Carroll Financial Associates first reported a position in Evergy in Q3 2018 and has held it in 14 quarters since.
632 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.