IWA
EVRG icon

Intercontinental Wealth Advisors’s Evergy EVRG Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$244K Buy
4,171
+152
+4% +$9.18K 0.06% 287
2023
Q1 		$246K Buy
+4,019
New +$244K 0.06% 280

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Intercontinental Wealth Advisors's EVRG Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Evergy (EVRG) stake by 3.8% in Q2 2023, buying an estimated $9.18K and bringing the position to 4,171 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #287.

Intercontinental Wealth Advisors first reported a position in EVRG in Q1 2023 and has held it in 2 quarters since. The position peaked at $246K in Q1 2023. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • Intercontinental Wealth Advisors held 4,171 shares of Evergy worth $244K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 152 Evergy shares in Q2 2023, an estimated $9.18K.
  • Evergy made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #287 holding.
  • Intercontinental Wealth Advisors first reported a position in Evergy in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Evergy position peaked at $246K in Q1 2023.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.