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Childress Capital Advisors’s Evergy EVRG Stock Holding History

Childress Capital 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
-371
Closed -$20K – 427
2020
Q4 		$20K Buy
+371
New +$20.4K 0.01% 355

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Childress Capital Advisors's EVRG Position: Q1 2021 in Review

Childress Capital Advisors sold out of Evergy (EVRG) in Q1 2021, closing a stake of 371 shares — an estimated $20K sold.

Childress Capital Advisors first reported a position in EVRG in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 584 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

  • Childress Capital Advisors reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 371 Evergy shares in Q1 2021, an estimated $20K.
  • Childress Capital Advisors first reported a position in Evergy in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's Evergy position peaked at $20K in Q4 2020.
  • 584 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.