Level Four Advisory Services’s Evergy EVRG Stock Holding History

Level Four Advisory Services’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
2023 Q3	–	Sell	-3,736	Closed	-$218K	–	779
2023 Q2	$218K	Buy	+3,736	New	+$226K	0.01%	714
2019 Q1	–	Sell	-4,544	Closed	-$258K	–	522
2018 Q4	$258K	Sell	4,544 -1,732	-28%	-$100K	0.03%	430
2018 Q3	$345K	Buy	6,276 +499	+9%	+$28.2K	0.04%	432
2018 Q2	$324K	Buy	+5,777	New	+$309K	0.02%	460

Other funds holding EVRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Advisory Services's EVRG Position: Q3 2023 in Review

Level Four Advisory Services sold out of Evergy (EVRG) in Q3 2023, closing a stake of 3,736 shares — an estimated $218K sold.

Level Four Advisory Services first reported a position in EVRG in Q2 2018 and held it in 4 quarters. The position peaked at $345K in Q3 2018. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

Level Four Advisory Services reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
Level Four Advisory Services sold 3,736 Evergy shares in Q3 2023, an estimated $218K.
Level Four Advisory Services first reported a position in Evergy in Q2 2018 and held it in 4 quarters.
Level Four Advisory Services's Evergy position peaked at $345K in Q3 2018.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Level Four Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.