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Financial Synergies Wealth Advisors’s Evergy EVRG Stock Holding History

Financial Synergies 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
2023
Q4 		– Sell
-306
Closed -$15.5K – 493
2023
Q3 		$15.5K Buy
306
+3
+1% +$170 ﹤0.01% 203
2023
Q2 		$17.7K Buy
303
+4
+1% +$242 ﹤0.01% 183
2023
Q1 		$18.3K Buy
+299
New +$18.2K ﹤0.01% 188

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's EVRG Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Evergy (EVRG) in Q4 2023, closing a stake of 306 shares — an estimated $15.5K sold.

Financial Synergies Wealth Advisors first reported a position in EVRG in Q1 2023 and held it in 3 quarters. The position peaked at $18.3K in Q1 2023. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 306 Evergy shares in Q4 2023, an estimated $15.5K.
  • Financial Synergies Wealth Advisors first reported a position in Evergy in Q1 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Evergy position peaked at $18.3K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.