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First Personal Financial Services’s Evergy EVRG Stock Holding History

First Personal Financial Services’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
Q1 		– Sell
-14
Closed -$1K – 372
2019
Q4 		$1K Sell
14
-189
-93% -$12.1K ﹤0.01% 427
2019
Q3 		$14K Buy
203
+14
+7% +$886 ﹤0.01% 351
2019
Q2 		$11K Hold
189
– – ﹤0.01% 488
2019
Q1 		$11K Hold
189
– – ﹤0.01% 480
2018
Q4 		$11K Sell
189
-16
-8% -$924 ﹤0.01% 454
2018
Q3 		$11K Buy
205
+33
+19% +$1.87K ﹤0.01% 478
2018
Q2 		$10K Buy
+172
New +$9.21K ﹤0.01% 482

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

First Personal Financial Services's EVRG Position: Q1 2020 in Review

First Personal Financial Services sold out of Evergy (EVRG) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in EVRG in Q2 2018 and held it in 7 quarters. The position peaked at $14K in Q3 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • First Personal Financial Services reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 14 Evergy shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Evergy in Q2 2018 and held it in 7 quarters.
  • First Personal Financial Services's Evergy position peaked at $14K in Q3 2019.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.