LGT Financial Advisors’s Evergy EVRG Stock Holding History

LGT Financial 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
2024 Q2	–	Sell	-1,064	Closed	-$56.8K	–	803
2024 Q1	$56.8K	Hold	1,064	–	–	0.07%	217
2023 Q4	$55.5K	Hold	1,064	–	–	0.07%	200
2023 Q3	$53.9K	Buy	+1,064	New	+$60.4K	0.07%	211

Other funds holding EVRG

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

LGT Financial Advisors's EVRG Position: Q2 2024 in Review

LGT Financial Advisors sold out of Evergy (EVRG) in Q2 2024, closing a stake of 1,064 shares — an estimated $56.8K sold.

LGT Financial Advisors first reported a position in EVRG in Q3 2023 and held it in 3 quarters. The position peaked at $56.8K in Q1 2024. 699 funds tracked by Wall St. Rank hold EVRG as of Q2 2024.

LGT Financial Advisors reported no remaining Evergy position as of Q2 2024 after selling out during the quarter.
LGT Financial Advisors sold 1,064 Evergy shares in Q2 2024, an estimated $56.8K.
LGT Financial Advisors first reported a position in Evergy in Q3 2023 and held it in 3 quarters.
LGT Financial Advisors's Evergy position peaked at $56.8K in Q1 2024.
699 funds tracked by Wall St. Rank held Evergy as of Q2 2024.

Based on LGT Financial Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.