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IronBridge Private Wealth’s Evergy EVRG Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-70
Closed -$5K – 110
2021
Q4 		$5K Hold
70
– – ﹤0.01% 236
2021
Q3 		$4K Hold
70
– – ﹤0.01% 223
2021
Q2 		$4K Hold
70
– – ﹤0.01% 228
2021
Q1 		$4K Buy
+70
New +$3.87K ﹤0.01% 230

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

IronBridge Private Wealth's EVRG Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Evergy (EVRG) in Q1 2022, closing a stake of 70 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in EVRG in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 70 Evergy shares in Q1 2022, an estimated $5K.
  • IronBridge Private Wealth first reported a position in Evergy in Q1 2021 and held it in 4 quarters.
  • IronBridge Private Wealth's Evergy position peaked at $5K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.