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Compass Wealth Management’s Evergy EVRG Stock Holding History

Compass Wealth Management’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
Q2 		– Sell
-257
Closed -$15.7K – 416
2023
Q1 		$15.7K Hold
257
– – 0.01% 343
2022
Q4 		$16.2K Buy
+257
New +$15.4K 0.01% 336

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Compass Wealth Management's EVRG Position: Q2 2023 in Review

Compass Wealth Management sold out of Evergy (EVRG) in Q2 2023, closing a stake of 257 shares — an estimated $15.7K sold.

Compass Wealth Management first reported a position in EVRG in Q4 2022 and held it in 2 quarters. The position peaked at $16.2K in Q4 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • Compass Wealth Management reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • Compass Wealth Management sold 257 Evergy shares in Q2 2023, an estimated $15.7K.
  • Compass Wealth Management first reported a position in Evergy in Q4 2022 and held it in 2 quarters.
  • Compass Wealth Management's Evergy position peaked at $16.2K in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Compass Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.