Freedom Wealth Alliance’s Evergy EVRG Stock Holding History

Freedom Wealth 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
2023 Q1	–	Sell	-200	Closed	-$12.6K	–	188
2022 Q4	$12.6K	Buy	+200	New	+$12K	0.02%	257

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Freedom Wealth Alliance's EVRG Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Evergy (EVRG) in Q1 2023, closing a stake of 200 shares — an estimated $12.6K sold.

Freedom Wealth Alliance first reported a position in EVRG in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

Freedom Wealth Alliance reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 200 Evergy shares in Q1 2023, an estimated $12.6K.
Freedom Wealth Alliance first reported a position in Evergy in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Evergy position peaked at $12.6K in Q4 2022.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.