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Great Valley Advisor Group’s Evergy EVRG Stock Holding History

Great Valley Advisor 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
2023
Q1 		– Sell
-4,619
Closed -$291K – 723
2022
Q4 		$291K Buy
4,619
+316
+7% +$19K 0.01% 552
2022
Q3 		$256K Buy
4,303
+244
+6% +$16.4K 0.01% 573
2022
Q2 		$265K Buy
+4,059
New +$275K 0.01% 574

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Great Valley Advisor Group's EVRG Position: Q1 2023 in Review

Great Valley Advisor Group sold out of Evergy (EVRG) in Q1 2023, closing a stake of 4,619 shares — an estimated $291K sold.

Great Valley Advisor Group first reported a position in EVRG in Q2 2022 and held it in 3 quarters. The position peaked at $291K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Great Valley Advisor Group reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,619 Evergy shares in Q1 2023, an estimated $291K.
  • Great Valley Advisor Group first reported a position in Evergy in Q2 2022 and held it in 3 quarters.
  • Great Valley Advisor Group's Evergy position peaked at $291K in Q4 2022.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Great Valley Advisor Group's 13F filing for Q1 2023, filed 3 May 2023.