Meridian Wealth Partners’s Evergy EVRG Stock Holding History

Meridian Wealth Partners’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	-103	Closed	-$6K	–	472
2021 Q1	$6K	Buy	+103	New	+$5.7K	﹤0.01%	614

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Meridian Wealth Partners's EVRG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Evergy (EVRG) in Q2 2021, closing a stake of 103 shares — an estimated $6K sold.

Meridian Wealth Partners first reported a position in EVRG in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Meridian Wealth Partners reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 103 Evergy shares in Q2 2021, an estimated $6K.
Meridian Wealth Partners first reported a position in Evergy in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Evergy position peaked at $6K in Q1 2021.
582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.