Ellevest Inc’s Evergy EVRG Stock Holding History

Ellevest Inc’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	-299	Closed	-$18.3K	–	768
2023 Q1	$18.3K	Hold	299	–	–	﹤0.01%	863
2022 Q4	$18.8K	Hold	299	–	–	﹤0.01%	869
2022 Q3	$18K	Hold	299	–	–	﹤0.01%	836
2022 Q2	$20K	Hold	299	–	–	﹤0.01%	753
2022 Q1	$20K	Hold	299	–	–	﹤0.01%	741
2021 Q4	$21K	Hold	299	–	–	﹤0.01%	703
2021 Q3	$19K	Hold	299	–	–	﹤0.01%	682
2021 Q2	$18K	Hold	299	–	–	﹤0.01%	659
2021 Q1	$18K	Hold	299	–	–	﹤0.01%	674
2020 Q4	$17K	Hold	299	–	–	﹤0.01%	657
2020 Q3	$15K	Sell	299 -24	-7%	-$1.34K	﹤0.01%	575
2020 Q2	$19K	Buy	323 +24	+8%	+$1.42K	﹤0.01%	498
2020 Q1	$16K	Hold	299	–	–	﹤0.01%	466
2019 Q4	$19K	Hold	299	–	–	0.01%	422
2019 Q3	$20K	Hold	299	–	–	0.01%	177
2019 Q2	$18K	Buy	299 +208	+229%	+$12.2K	0.01%	205
2019 Q1	$5K	Buy	+91	New	+$5.18K	﹤0.01%	233

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 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

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return