FANJ
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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 $5.7T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return