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Dorsey & Whitney Trust’s Evergy EVRG Stock Holding History

Dorsey & Whitney Trust’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
Q2 		– Sell
-3,095
Closed -$211K – 553
2022
Q1 		$211K Buy
3,095
+15
+0.5% +$968 0.02% 525
2021
Q4 		$210K Buy
+3,080
New +$200K 0.02% 524

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
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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Dorsey & Whitney Trust's EVRG Position: Q2 2022 in Review

Dorsey & Whitney Trust sold out of Evergy (EVRG) in Q2 2022, closing a stake of 3,095 shares — an estimated $211K sold.

Dorsey & Whitney Trust first reported a position in EVRG in Q4 2021 and held it in 2 quarters. The position peaked at $211K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Dorsey & Whitney Trust reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 3,095 Evergy shares in Q2 2022, an estimated $211K.
  • Dorsey & Whitney Trust first reported a position in Evergy in Q4 2021 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Evergy position peaked at $211K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2022, filed 12 Aug 2022.