FPWM
EVRG icon

FSB Premier Wealth Management’s Evergy EVRG Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-406
Closed -$27K – 268
2021
Q4 		$27K Buy
+406
New +$26.4K 0.01% 311

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

FSB Premier Wealth Management's EVRG Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Evergy (EVRG) in Q1 2022, closing a stake of 406 shares — an estimated $27K sold.

FSB Premier Wealth Management first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 406 Evergy shares in Q1 2022, an estimated $27K.
  • FSB Premier Wealth Management first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Evergy position peaked at $27K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.