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Harvest Group Wealth Management’s Evergy EVRG Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-98
Closed -$5K – 241
2020
Q4 		$5K Buy
98
+1
+1% +$55 ﹤0.01% 258
2020
Q3 		$5K Hold
97
– – ﹤0.01% 261
2020
Q2 		$5K Hold
97
– – ﹤0.01% 252
2020
Q1 		$5K Hold
97
– – 0.01% 257
2019
Q4 		$6K Sell
97
-1
-1% -$64 0.01% 319
2019
Q3 		$7K Buy
98
+1
+1% +$63 0.01% 311
2019
Q2 		$5K Buy
97
+1
+1% +$59 0.01% 339
2019
Q1 		$6K Buy
+96
New +$5.46K 0.01% 344

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's EVRG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Evergy (EVRG) in Q1 2021, closing a stake of 98 shares — an estimated $5K sold.

Harvest Group Wealth Management first reported a position in EVRG in Q1 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2019. 584 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 98 Evergy shares in Q1 2021, an estimated $5K.
  • Harvest Group Wealth Management first reported a position in Evergy in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Evergy position peaked at $7K in Q3 2019.
  • 584 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.