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Comprehensive Financial Consultants Institutional’s Evergy EVRG Stock Holding History

Comprehensive Financial Consultants Institutional’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
-1,928
Closed -$120K – 242
2021
Q4 		$120K Buy
+1,928
New +$125K 0.08% 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 $3.38T AUM 44.17% 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

Comprehensive Financial Consultants Institutional's EVRG Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Evergy (EVRG) in Q1 2022, closing a stake of 1,928 shares — an estimated $120K sold.

Comprehensive Financial Consultants Institutional first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $120K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 1,928 Evergy shares in Q1 2022, an estimated $120K.
  • Comprehensive Financial Consultants Institutional first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Evergy position peaked at $120K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.