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Founders Financial Alliance’s Evergy EVRG Stock Holding History

Founders Financial Alliance’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
Q4 		– Sell
-643
Closed -$35K – 693
2020
Q3 		$35K Buy
+643
New +$35.9K 0.02% 447

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's EVRG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Evergy (EVRG) in Q4 2020, closing a stake of 643 shares — an estimated $35K sold.

Founders Financial Alliance first reported a position in EVRG in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 643 Evergy shares in Q4 2020, an estimated $35K.
  • Founders Financial Alliance first reported a position in Evergy in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Evergy position peaked at $35K in Q3 2020.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.