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Garrett Wealth Advisory Group’s Evergy EVRG Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-100
Closed -$6.66K – 239
2019
Q3 		$6.66K Buy
+100
New +$6.33K ﹤0.01% 328

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's EVRG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Evergy (EVRG) in Q4 2019, closing a stake of 100 shares — an estimated $6.66K sold.

Garrett Wealth Advisory Group first reported a position in EVRG in Q3 2019 and held it in 1 quarter. The position peaked at $6.66K in Q3 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 100 Evergy shares in Q4 2019, an estimated $6.66K.
  • Garrett Wealth Advisory Group first reported a position in Evergy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Evergy position peaked at $6.66K in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.