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International Assets Investment Management’s Evergy EVRG Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-21,455
Closed -$346 – 1135
2024
Q3 		$346 Buy
+21,455
New +$1.25M ﹤0.01% 1438
2021
Q2 		– Sell
-827
Closed -$46K – 922
2021
Q1 		$46K Hold
827
– – ﹤0.01% 986
2020
Q4 		$46K Buy
+827
New +$45.4K 0.01% 869

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

International Assets Investment Management's EVRG Position: Q4 2024 in Review

International Assets Investment Management sold out of Evergy (EVRG) in Q4 2024, closing a stake of 21,455 shares — an estimated $346 sold.

International Assets Investment Management first reported a position in EVRG in Q4 2020 and held it in 3 quarters. The position peaked at $46K in Q1 2021. 775 funds tracked by Wall St. Rank hold EVRG as of Q4 2024.

  • International Assets Investment Management reported no remaining Evergy position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 21,455 Evergy shares in Q4 2024, an estimated $346.
  • International Assets Investment Management first reported a position in Evergy in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Evergy position peaked at $46K in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Evergy as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.