LNWWM
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Laird Norton Wetherby Wealth Management’s Evergy EVRG Stock Holding History

Laird Norton Wetherby 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
2019
Q4 		– Sell
-3,166
Closed -$211K – 708
2019
Q3 		$211K Buy
+3,166
New +$200K 0.02% 645

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EVRG Position: Q4 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Evergy (EVRG) in Q4 2019, closing a stake of 3,166 shares — an estimated $211K sold.

Laird Norton Wetherby Wealth Management first reported a position in EVRG in Q3 2019 and held it in 1 quarter. The position peaked at $211K in Q3 2019. 600 funds tracked by Wall St. Rank hold EVRG as of Q4 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Evergy position as of Q4 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 3,166 Evergy shares in Q4 2019, an estimated $211K.
  • Laird Norton Wetherby Wealth Management first reported a position in Evergy in Q3 2019 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Evergy position peaked at $211K in Q3 2019.
  • 600 funds tracked by Wall St. Rank held Evergy as of Q4 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2019, filed 28 Jan 2020.