Certified Advisory Corp’s Evergy EVRG Stock Holding History

Certified Advisory Corp’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	-191	Closed	-$9.68K	–	285
2023 Q3	$9.68K	Hold	191	–	–	﹤0.01%	275
2023 Q2	$11.2K	Buy	191 +165	+635%	+$9.96K	﹤0.01%	248
2023 Q1	$1.59K	Buy	+26	New	+$1.58K	﹤0.01%	271
2022 Q3	–	Sell	-26	Closed	-$2K	–	232
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	214
2022 Q1	$2K	Buy	+26	New	+$1.68K	﹤0.01%	244
2020 Q1	–	Sell	-72	Closed	-$4.73K	–	781
2019 Q4	$5K	Buy	+72	New	+$4.59K	﹤0.01%	657

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Certified Advisory Corp's EVRG Position: Q4 2023 in Review

Certified Advisory Corp sold out of Evergy (EVRG) in Q4 2023, closing a stake of 191 shares — an estimated $9.68K sold.

Certified Advisory Corp first reported a position in EVRG in Q4 2019 and held it in 6 quarters. The position peaked at $11.2K in Q2 2023. 705 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

Certified Advisory Corp reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 191 Evergy shares in Q4 2023, an estimated $9.68K.
Certified Advisory Corp first reported a position in Evergy in Q4 2019 and held it in 6 quarters.
Certified Advisory Corp's Evergy position peaked at $11.2K in Q2 2023.
705 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.