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Concord Wealth Partners’s Evergy EVRG Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-91
Closed -$6K – 461
2022
Q2 		$6K Sell
91
-69
-43% -$4.68K ﹤0.01% 778
2022
Q1 		$11K Hold
160
– – ﹤0.01% 754
2021
Q4 		$11K Buy
160
+135
+540% +$8.78K ﹤0.01% 757
2021
Q3 		$2K Sell
25
-42
-63% -$2.75K ﹤0.01% 748
2021
Q2 		$4K Buy
+67
New +$4.19K ﹤0.01% 763

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Concord Wealth Partners's EVRG Position: Q3 2022 in Review

Concord Wealth Partners sold out of Evergy (EVRG) in Q3 2022, closing a stake of 91 shares — an estimated $6K sold.

Concord Wealth Partners first reported a position in EVRG in Q2 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 649 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • Concord Wealth Partners reported no remaining Evergy position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 91 Evergy shares in Q3 2022, an estimated $6K.
  • Concord Wealth Partners first reported a position in Evergy in Q2 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Evergy position peaked at $11K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.