Community Bank’s Evergy EVRG Stock Holding History

Community Bank’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 Q4	–	Sell	-43	Closed	-$3K	–	547
2022 Q3	$3K	Buy	+43	New	+$2.89K	﹤0.01%	476
2021 Q1	–	Sell	-24	Closed	-$1K	–	481
2020 Q4	$1K	Buy	+24	New	+$1.32K	﹤0.01%	462

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

MAM

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

Community Bank's EVRG Position: Q4 2022 in Review

Community Bank sold out of Evergy (EVRG) in Q4 2022, closing a stake of 43 shares — an estimated $3K sold.

Community Bank first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

Community Bank reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
Community Bank sold 43 Evergy shares in Q4 2022, an estimated $3K.
Community Bank first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
Community Bank's Evergy position peaked at $3K in Q3 2022.
686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Community Bank's 13F filing for Q4 2022, filed 31 Jan 2023.