Lenox Wealth Advisors’s Evergy EVRG Stock Holding History

Lenox Wealth 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 Q1	$1K	Hold	8	–	–	﹤0.01%	704
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	833
2021 Q3	$0	Buy	8 +4	+100%	+$262	﹤0.01%	738
2021 Q2	$0	Sell	4 -46	-92%	-$2.88K	﹤0.01%	729
2021 Q1	$3K	Buy	+50	New	+$2.77K	﹤0.01%	567
2020 Q1	–	Sell	-2	Closed	–	–	821
2019 Q4	$0	Buy	+2	New	+$128	﹤0.01%	753
2019 Q2	–	Sell	-97	Closed	-$6K	–	465
2019 Q1	$6K	Buy	97 +53	+120%	+$3.02K	﹤0.01%	328
2018 Q4	$2K	Hold	44	–	–	﹤0.01%	338
2018 Q3	$2K	Hold	44	–	–	﹤0.01%	367
2018 Q2	$2K	Buy	+44	New	+$2.36K	﹤0.01%	492

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Lenox Wealth Advisors's EVRG Position: Q1 2022 in Review

Lenox Wealth Advisors held its Evergy (EVRG) position steady in Q1 2022 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Lenox Wealth Advisors first reported a position in EVRG in Q2 2018 and has held it in 10 quarters since. The position peaked at $6K in Q1 2019. 641 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

Lenox Wealth Advisors held 8 shares of Evergy worth $1K as of Q1 2022.
Lenox Wealth Advisors left its Evergy share count unchanged in Q1 2022.
Evergy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #704 holding.
Lenox Wealth Advisors first reported a position in Evergy in Q2 2018 and has held it in 10 quarters since.
Lenox Wealth Advisors's Evergy position peaked at $6K in Q1 2019.
641 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.