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FormulaFolio Investments’s Evergy EVRG Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-5,186
Closed -$288K – 560
2020
Q4 		$288K Buy
+5,186
New +$285K 0.01% 541

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FormulaFolio Investments's EVRG Position: Q1 2021 in Review

FormulaFolio Investments sold out of Evergy (EVRG) in Q1 2021, closing a stake of 5,186 shares — an estimated $288K sold.

FormulaFolio Investments first reported a position in EVRG in Q4 2020 and held it in 1 quarter. The position peaked at $288K in Q4 2020. 584 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

  • FormulaFolio Investments reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,186 Evergy shares in Q1 2021, an estimated $288K.
  • FormulaFolio Investments first reported a position in Evergy in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Evergy position peaked at $288K in Q4 2020.
  • 584 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.