CWA
EVRG icon

Clearview Wealth Advisors’s Evergy EVRG Stock Holding History

Clearview 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
2022
Q1 		– Sell
-150
Closed -$10K – 641
2021
Q4 		$10K Sell
150
-900
-86% -$58.5K 0.01% 415
2021
Q3 		$65K Hold
1,050
– – 0.04% 212
2021
Q2 		$63K Hold
1,050
– – 0.04% 220
2021
Q1 		$63K Hold
1,050
– – 0.04% 208
2020
Q4 		$58K Buy
+1,050
New +$57.6K 0.04% 182

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Clearview Wealth Advisors's EVRG Position: Q1 2022 in Review

Clearview Wealth Advisors sold out of Evergy (EVRG) in Q1 2022, closing a stake of 150 shares — an estimated $10K sold.

Clearview Wealth Advisors first reported a position in EVRG in Q4 2020 and held it in 5 quarters. The position peaked at $65K in Q3 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Clearview Wealth Advisors reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 150 Evergy shares in Q1 2022, an estimated $10K.
  • Clearview Wealth Advisors first reported a position in Evergy in Q4 2020 and held it in 5 quarters.
  • Clearview Wealth Advisors's Evergy position peaked at $65K in Q3 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Clearview Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.