Good Life Advisors’s Evergy EVRG Stock Holding History

Good Life Advisors’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	-4,956	Closed	-$340K	–	398
2021 Q4	$340K	Hold	4,956	–	–	0.04%	264
2021 Q3	$308K	Hold	4,956	–	–	0.04%	263
2021 Q2	$299K	Hold	4,956	–	–	0.06%	227
2021 Q1	$296K	Hold	4,956	–	–	0.06%	222
2020 Q4	$274K	Hold	4,956	–	–	0.06%	199
2020 Q3	$251K	Hold	4,956	–	–	0.07%	194
2020 Q2	$294K	Sell	4,956 -50	-1%	-$2.96K	0.09%	170
2020 Q1	$276K	Buy	5,006 +50	+1%	+$3.29K	0.1%	165
2019 Q4	$322K	Hold	4,956	–	–	0.09%	179
2019 Q3	$330K	Hold	4,956	–	–	0.1%	158
2019 Q2	$299K	Sell	4,956 -6	-0.1%	-$351	0.09%	169
2019 Q1	$288K	Sell	4,962 -44	-0.9%	-$2.5K	0.09%	173
2018 Q4	$284K	Sell	5,006 -81	-2%	-$4.68K	0.09%	169
2018 Q3	$279K	Buy	5,087 +44	+0.9%	+$2.49K	0.08%	181
2018 Q2	$282K	Buy	+5,043	New	+$270K	0.09%	171

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 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

Good Life Advisors's EVRG Position: Q1 2022 in Review

Good Life Advisors sold out of Evergy (EVRG) in Q1 2022, closing a stake of 4,956 shares — an estimated $340K sold.

Good Life Advisors first reported a position in EVRG in Q2 2018 and held it in 15 quarters. The position peaked at $340K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

Good Life Advisors reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
Good Life Advisors sold 4,956 Evergy shares in Q1 2022, an estimated $340K.
Good Life Advisors first reported a position in Evergy in Q2 2018 and held it in 15 quarters.
Good Life Advisors's Evergy position peaked at $340K in Q4 2021.
640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Good Life Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.