EWM
EVRG icon

Executive Wealth Management’s Evergy EVRG Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-59
Closed -$4K – 340
2019
Q2 		$4K Hold
59
– – ﹤0.01% 743
2019
Q1 		$3K Hold
59
– – ﹤0.01% 698
2018
Q4 		$3K Buy
+59
New +$3.41K ﹤0.01% 726

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's EVRG Position: Q3 2019 in Review

Executive Wealth Management sold out of Evergy (EVRG) in Q3 2019, closing a stake of 59 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in EVRG in Q4 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 588 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • Executive Wealth Management reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 59 Evergy shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in Evergy in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Evergy position peaked at $4K in Q2 2019.
  • 588 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.