GLA
EVRG icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return