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Evolution Wealth Advisors’s Evergy EVRG Stock Holding History

Evolution Wealth 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
-54
Closed -$3K – 592
2020
Q2 		$3K Buy
+54
New +$3.2K ﹤0.01% 432
2019
Q4 		– Sell
-54
Closed -$4K – 643
2019
Q3 		$4K Hold
54
– – ﹤0.01% 311
2019
Q2 		$3K Buy
+54
New +$3.16K ﹤0.01% 339

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

Evolution Wealth Advisors's EVRG Position: Q3 2020 in Review

Evolution Wealth Advisors sold out of Evergy (EVRG) in Q3 2020, closing a stake of 54 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in EVRG in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Evolution Wealth Advisors reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 54 Evergy shares in Q3 2020, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Evergy in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Evergy position peaked at $4K in Q3 2019.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Evolution Wealth Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.