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Jackson Wealth Management’s Evergy EVRG Stock Holding History

Jackson Wealth 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
2020
Q3 		– Sell
-13,715
Closed -$813K – 132
2020
Q2 		$813K Buy
13,715
+4,800
+54% +$284K 0.14% 105
2020
Q1 		$500K Buy
+8,915
New +$586K 0.1% 95

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jackson Wealth Management's EVRG Position: Q3 2020 in Review

Jackson Wealth Management sold out of Evergy (EVRG) in Q3 2020, closing a stake of 13,715 shares — an estimated $813K sold.

Jackson Wealth Management first reported a position in EVRG in Q1 2020 and held it in 2 quarters. The position peaked at $813K in Q2 2020. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Jackson Wealth Management reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 13,715 Evergy shares in Q3 2020, an estimated $813K.
  • Jackson Wealth Management first reported a position in Evergy in Q1 2020 and held it in 2 quarters.
  • Jackson Wealth Management's Evergy position peaked at $813K in Q2 2020.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.