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CWS Financial Advisors’s Evergy EVRG Stock Holding History

CWS 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
2020
Q3 		– Sell
-3,527
Closed -$209K – 127
2020
Q2 		$209K Buy
3,527
+15
+0.4% +$888 0.15% 113
2020
Q1 		$229K Hold
3,512
– – 0.17% 107
2019
Q4 		$229K Buy
+3,512
New +$224K 0.17% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CWS Financial Advisors's EVRG Position: Q3 2020 in Review

CWS Financial Advisors sold out of Evergy (EVRG) in Q3 2020, closing a stake of 3,527 shares — an estimated $209K sold.

CWS Financial Advisors first reported a position in EVRG in Q4 2019 and held it in 3 quarters. The position peaked at $229K in Q1 2020. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • CWS Financial Advisors reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • CWS Financial Advisors sold 3,527 Evergy shares in Q3 2020, an estimated $209K.
  • CWS Financial Advisors first reported a position in Evergy in Q4 2019 and held it in 3 quarters.
  • CWS Financial Advisors's Evergy position peaked at $229K in Q1 2020.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on CWS Financial Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.