CFA
EVRG icon

Compass Financial Advisors’s Evergy EVRG Stock Holding History

Compass Financial 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
2023
Q1 		– Sell
-3,201
Closed -$201K – 131
2022
Q4 		$201K Buy
+3,201
New +$192K 0.27% 122
2022
Q3 		– Sell
-3,201
Closed -$209K – 118
2022
Q2 		$209K Hold
3,201
– – 0.28% 119
2022
Q1 		$219K Hold
3,201
– – 0.24% 126
2021
Q4 		$220K Buy
+3,201
New +$208K 0.24% 123

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
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

Compass Financial Advisors's EVRG Position: Q1 2023 in Review

Compass Financial Advisors sold out of Evergy (EVRG) in Q1 2023, closing a stake of 3,201 shares — an estimated $201K sold.

Compass Financial Advisors first reported a position in EVRG in Q4 2021 and held it in 4 quarters. The position peaked at $220K in Q4 2021. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Compass Financial Advisors reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 3,201 Evergy shares in Q1 2023, an estimated $201K.
  • Compass Financial Advisors first reported a position in Evergy in Q4 2021 and held it in 4 quarters.
  • Compass Financial Advisors's Evergy position peaked at $220K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Compass Financial Advisors's 13F filing for Q1 2023, filed 3 May 2023.