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FourThought Financial’s Evergy EVRG Stock Holding History

FourThought Financial’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
2022
Q3 		$7K Hold
119
– – ﹤0.01% 1110
2022
Q2 		$8K Hold
119
– – ﹤0.01% 1062
2022
Q1 		$8K Hold
119
– – ﹤0.01% 1086
2021
Q4 		$8K Sell
119
-60
-34% -$3.9K ﹤0.01% 1108
2021
Q3 		$11K Sell
179
-119
-40% -$7.8K ﹤0.01% 1085
2021
Q2 		$18K Hold
298
– – ﹤0.01% 969
2021
Q1 		$17K Hold
298
– – ﹤0.01% 935
2020
Q4 		$16K Buy
+298
New +$16.4K ﹤0.01% 925

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

FourThought Financial's EVRG Position: Q3 2022 in Review

FourThought Financial held its Evergy (EVRG) position steady in Q3 2022 at 119 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

FourThought Financial first reported a position in EVRG in Q4 2020 and has held it in 8 quarters since. The position peaked at $18K in Q2 2021. 651 funds tracked by Wall St. Rank hold EVRG as of Q3 2022.

  • FourThought Financial held 119 shares of Evergy worth $7K as of Q3 2022.
  • FourThought Financial left its Evergy share count unchanged in Q3 2022.
  • Evergy made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1110 holding.
  • FourThought Financial first reported a position in Evergy in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Evergy position peaked at $18K in Q2 2021.
  • 651 funds tracked by Wall St. Rank held Evergy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.