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Financial Architects (New Jersey)’s Evergy EVRG Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-355
Closed -$20K – 860
2020
Q1 		$20K Sell
355
-62
-15% -$4.07K 0.01% 509
2019
Q4 		$27K Hold
417
– – 0.01% 524
2019
Q3 		$28K Hold
417
– – 0.01% 528
2019
Q2 		$25K Sell
417
-595
-59% -$34.8K ﹤0.01% 666
2019
Q1 		$59K Sell
1,012
-4
-0.4% -$228 0.01% 568
2018
Q4 		$58K Buy
1,016
+194
+24% +$11.2K 0.01% 517
2018
Q3 		$45K Buy
822
+170
+26% +$9.62K 0.01% 666
2018
Q2 		$36K Buy
+652
New +$34.9K 0.01% 648

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Financial Architects (New Jersey)'s EVRG Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Evergy (EVRG) in Q2 2020, closing a stake of 355 shares — an estimated $20K sold.

Financial Architects (New Jersey) first reported a position in EVRG in Q2 2018 and held it in 8 quarters. The position peaked at $59K in Q1 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • Financial Architects (New Jersey) reported no remaining Evergy position as of Q2 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 355 Evergy shares in Q2 2020, an estimated $20K.
  • Financial Architects (New Jersey) first reported a position in Evergy in Q2 2018 and held it in 8 quarters.
  • Financial Architects (New Jersey)'s Evergy position peaked at $59K in Q1 2019.
  • 580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.