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Klaas Financial Asset Advisors’s Evergy EVRG Stock Holding History

Klaas Financial Asset 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
2022
Q4 		– Sell
-412
Closed -$24K – 49
2022
Q3 		$24K Hold
412
– – 0.01% 63
2022
Q2 		$27K Hold
412
– – 0.01% 58
2022
Q1 		$28K Hold
412
– – 0.01% 58
2021
Q4 		$28K Buy
412
+4
+1% +$260 0.01% 58
2021
Q3 		$25K Buy
408
+3
+0.7% +$197 0.01% 61
2021
Q2 		$24K Buy
405
+3
+0.7% +$188 0.01% 62
2021
Q1 		$24K Sell
402
-33
-8% -$1.83K 0.01% 54
2020
Q4 		$24K Buy
+435
New +$23.9K 0.01% 54

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

Klaas Financial Asset Advisors's EVRG Position: Q4 2022 in Review

Klaas Financial Asset Advisors sold out of Evergy (EVRG) in Q4 2022, closing a stake of 412 shares — an estimated $24K sold.

Klaas Financial Asset Advisors first reported a position in EVRG in Q4 2020 and held it in 8 quarters. The position peaked at $28K in Q1 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Klaas Financial Asset Advisors reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 412 Evergy shares in Q4 2022, an estimated $24K.
  • Klaas Financial Asset Advisors first reported a position in Evergy in Q4 2020 and held it in 8 quarters.
  • Klaas Financial Asset Advisors's Evergy position peaked at $28K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.