LJI Wealth Management’s Evergy EVRG Stock Holding History

LJI 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
2023 Q3	–	Sell	-77,815	Closed	-$77.8K	–	177
2023 Q2	$77.8K	Buy	+77,815	New	+$4.7M	0.02%	169

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LJI Wealth Management's EVRG Position: Q3 2023 in Review

LJI Wealth Management sold out of Evergy (EVRG) in Q3 2023, closing a stake of 77,815 shares — an estimated $77.8K sold.

LJI Wealth Management first reported a position in EVRG in Q2 2023 and held it in 1 quarter. The position peaked at $77.8K in Q2 2023. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

LJI Wealth Management reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
LJI Wealth Management sold 77,815 Evergy shares in Q3 2023, an estimated $77.8K.
LJI Wealth Management first reported a position in Evergy in Q2 2023 and held it in 1 quarter.
LJI Wealth Management's Evergy position peaked at $77.8K in Q2 2023.
662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.