Icon Wealth Partners’s Evergy EVRG Stock Holding History

Icon Wealth 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 Q2	–	Sell	-688	Closed	-$40K	–	346
2019 Q1	$40K	Buy	+688	New	+$39.2K	0.01%	397

Other funds holding EVRG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's EVRG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Evergy (EVRG) in Q2 2019, closing a stake of 688 shares — an estimated $40K sold.

Icon Wealth Partners first reported a position in EVRG in Q1 2019 and held it in 1 quarter. The position peaked at $40K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

Icon Wealth Partners reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 688 Evergy shares in Q2 2019, an estimated $40K.
Icon Wealth Partners first reported a position in Evergy in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Evergy position peaked at $40K in Q1 2019.
567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.