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Holistic Financial Partners’s Evergy EVRG Stock Holding History

Holistic Financial Partners’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
2019
Q4 		– Sell
-3,046
Closed -$203K – 113
2019
Q3 		$203K Buy
+3,046
New +$193K 0.18% 79

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State Street
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Holistic Financial Partners's EVRG Position: Q4 2019 in Review

Holistic Financial Partners sold out of Evergy (EVRG) in Q4 2019, closing a stake of 3,046 shares — an estimated $203K sold.

Holistic Financial Partners first reported a position in EVRG in Q3 2019 and held it in 1 quarter. The position peaked at $203K in Q3 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Holistic Financial Partners reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 3,046 Evergy shares in Q4 2019, an estimated $203K.
  • Holistic Financial Partners first reported a position in Evergy in Q3 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Evergy position peaked at $203K in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Holistic Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.