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Liberty Wealth Management’s Evergy EVRG Stock Holding History

Liberty 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
2021
Q2 		– Sell
-7
Closed – – 1093
2021
Q1 		$0 Hold
7
– – ﹤0.01% 964
2020
Q4 		$0 Buy
+7
New +$384 ﹤0.01% 981
2020
Q1 		– Sell
-25
Closed -$2K – 913
2019
Q4 		$2K Buy
+25
New +$1.59K ﹤0.01% 765

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's EVRG Position: Q2 2021 in Review

Liberty Wealth Management sold out of Evergy (EVRG) in Q2 2021, closing a stake of 7 shares.

Liberty Wealth Management first reported a position in EVRG in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Liberty Wealth Management reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 7 Evergy shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Evergy in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Evergy position peaked at $2K in Q4 2019.
  • 580 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.