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Glassman Wealth Services’s Evergy EVRG Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-450
Closed -$23.5K – 735
2023
Q4 		$23.5K Buy
450
+235
+109% +$11.8K ﹤0.01% 646
2023
Q3 		$10.9K Buy
215
+64
+42% +$3.63K ﹤0.01% 833
2023
Q2 		$8.82K Hold
151
– – ﹤0.01% 846
2023
Q1 		$9.23K Sell
151
-1
-0.7% -$61 ﹤0.01% 844
2022
Q4 		$9.56K Sell
152
-53
-26% -$3.18K ﹤0.01% 840
2022
Q3 		$12K Hold
205
– – ﹤0.01% 741
2022
Q2 		$13K Buy
205
+69
+51% +$4.68K ﹤0.01% 730
2022
Q1 		$9K Sell
136
-24
-15% -$1.55K ﹤0.01% 857
2021
Q4 		$11K Buy
160
+15
+10% +$975 ﹤0.01% 757
2021
Q3 		$9K Buy
145
+30
+26% +$1.97K ﹤0.01% 792
2021
Q2 		$7K Buy
115
+21
+22% +$1.31K ﹤0.01% 831
2021
Q1 		$6K Buy
94
+6
+7% +$332 ﹤0.01% 817
2020
Q4 		$5K Buy
88
+1
+1% +$55 ﹤0.01% 859
2020
Q3 		$4K Sell
87
-5
-5% -$280 ﹤0.01% 834
2020
Q2 		$5K Sell
92
-7
-7% -$415 ﹤0.01% 613
2020
Q1 		$5K Sell
99
-36
-27% -$2.37K ﹤0.01% 515
2019
Q4 		$9K Sell
135
-33
-20% -$2.1K ﹤0.01% 498
2019
Q3 		$11K Buy
168
+6
+4% +$380 ﹤0.01% 431
2019
Q2 		$10K Buy
162
+22
+16% +$1.29K ﹤0.01% 455
2019
Q1 		$8K Buy
140
+4
+3% +$228 ﹤0.01% 474
2018
Q4 		$8K Hold
136
– – ﹤0.01% 384
2018
Q3 		$7K Hold
136
– – ﹤0.01% 435
2018
Q2 		$8K Buy
+136
New +$7.28K ﹤0.01% 390

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Glassman Wealth Services's EVRG Position: Q1 2024 in Review

Glassman Wealth Services sold out of Evergy (EVRG) in Q1 2024, closing a stake of 450 shares — an estimated $23.5K sold.

Glassman Wealth Services first reported a position in EVRG in Q2 2018 and held it in 23 quarters. The position peaked at $23.5K in Q4 2023. 693 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • Glassman Wealth Services reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 450 Evergy shares in Q1 2024, an estimated $23.5K.
  • Glassman Wealth Services first reported a position in Evergy in Q2 2018 and held it in 23 quarters.
  • Glassman Wealth Services's Evergy position peaked at $23.5K in Q4 2023.
  • 693 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.