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Integrated Advisors Network’s Evergy EVRG Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-53,290
Closed -$3.17M – 649
2022
Q3 		$3.17M Sell
53,290
-929
-2% -$62.5K 0.22% 122
2022
Q2 		$3.54M Buy
54,219
+2,797
+5% +$190K 0.23% 125
2022
Q1 		$3.51M Buy
+51,422
New +$3.32M 0.21% 126

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Integrated Advisors Network's EVRG Position: Q4 2022 in Review

Integrated Advisors Network sold out of Evergy (EVRG) in Q4 2022, closing a stake of 53,290 shares — an estimated $3.17M sold.

Integrated Advisors Network first reported a position in EVRG in Q1 2022 and held it in 3 quarters. The position peaked at $3.54M in Q2 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Integrated Advisors Network reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Integrated Advisors Network sold 53,290 Evergy shares in Q4 2022, an estimated $3.17M.
  • Integrated Advisors Network first reported a position in Evergy in Q1 2022 and held it in 3 quarters.
  • Integrated Advisors Network's Evergy position peaked at $3.54M in Q2 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Integrated Advisors Network's 13F filing for Q4 2022, filed 27 Jan 2023.