Focused Wealth Management’s Evergy EVRG Stock Holding History

Focused 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
2024 Q1	–	Sell	-277	Closed	-$14.5K	–	439
2023 Q4	$14.5K	Buy	277 +3	+1%	+$151	﹤0.01%	487
2023 Q3	$13.9K	Buy	274 +3	+1%	+$170	﹤0.01%	478
2023 Q2	$15.8K	Buy	271 +3	+1%	+$181	﹤0.01%	466
2023 Q1	$16.4K	Buy	268 +3	+1%	+$182	﹤0.01%	467
2022 Q4	$16.7K	Buy	265 +2	+0.8%	+$120	﹤0.01%	453
2022 Q3	$16K	Buy	263 +2	+0.8%	+$135	﹤0.01%	429
2022 Q2	$17K	Buy	261 +3	+1%	+$203	﹤0.01%	429
2022 Q1	$18K	Buy	258 +2	+0.8%	+$129	﹤0.01%	464
2021 Q4	$18K	Buy	256 +2	+0.8%	+$130	﹤0.01%	500
2021 Q3	$16K	Buy	254 +2	+0.8%	+$131	﹤0.01%	536
2021 Q2	$15K	Buy	252 +2	+0.8%	+$125	﹤0.01%	549
2021 Q1	$15K	Buy	250 +3	+1%	+$166	﹤0.01%	543
2020 Q4	$14K	Buy	247 +2	+0.8%	+$110	﹤0.01%	522
2020 Q3	$12K	Buy	245 +3	+1%	+$168	﹤0.01%	489
2020 Q2	$14K	Buy	242 +2	+0.8%	+$118	﹤0.01%	452
2020 Q1	$13K	Buy	240 +1	+0.4%	+$66	﹤0.01%	424
2019 Q4	$16K	Hold	239	–	–	﹤0.01%	439
2019 Q3	$16K	Hold	239	–	–	﹤0.01%	417
2019 Q2	$14K	Hold	239	–	–	﹤0.01%	462
2019 Q1	$14K	Hold	239	–	–	﹤0.01%	418
2018 Q4	$14K	Hold	239	–	–	﹤0.01%	419
2018 Q3	$13K	Hold	239	–	–	﹤0.01%	419
2018 Q2	$13K	Buy	+239	New	+$12.8K	﹤0.01%	410

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Focused Wealth Management's EVRG Position: Q1 2024 in Review

Focused Wealth Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 277 shares — an estimated $14.5K sold.

Focused Wealth Management first reported a position in EVRG in Q2 2018 and held it in 23 quarters. The position peaked at $18K in Q1 2022. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Focused Wealth Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 277 Evergy shares in Q1 2024, an estimated $14.5K.
Focused Wealth Management first reported a position in Evergy in Q2 2018 and held it in 23 quarters.
Focused Wealth Management's Evergy position peaked at $18K in Q1 2022.
693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.