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Freedman Financial Associates’s Evergy EVRG Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-424
Closed -$29K – 126
2022
Q1 		$29K Hold
424
– – 0.02% 263
2021
Q4 		$29K Hold
424
– – 0.02% 262
2021
Q3 		$26K Hold
424
– – 0.02% 264
2021
Q2 		$26K Buy
424
+4
+1% +$250 0.02% 259
2021
Q1 		$25K Sell
420
-4
-0.9% -$221 0.02% 270
2020
Q4 		$24K Buy
+424
New +$23.3K 0.02% 273

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
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
Invesco
Invesco Atlanta, Georgia $1.02T 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

Freedman Financial Associates's EVRG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Evergy (EVRG) in Q2 2022, closing a stake of 424 shares — an estimated $29K sold.

Freedman Financial Associates first reported a position in EVRG in Q4 2020 and held it in 6 quarters. The position peaked at $29K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 424 Evergy shares in Q2 2022, an estimated $29K.
  • Freedman Financial Associates first reported a position in Evergy in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Evergy position peaked at $29K in Q1 2022.
  • 638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.