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Mirador Capital Partners’s Evergy EVRG Stock Holding History

Mirador Capital 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
2023
Q1 		– Sell
-3,827
Closed -$241K – 195
2022
Q4 		$241K Sell
3,827
-116
-3% -$6.97K 0.06% 170
2022
Q3 		$234K Sell
3,943
-4,228
-52% -$284K 0.06% 176
2022
Q2 		$533K Sell
8,171
-185
-2% -$12.5K 0.13% 118
2022
Q1 		$571K Sell
8,356
-344
-4% -$22.2K 0.12% 130
2021
Q4 		$597K Buy
+8,700
New +$566K 0.13% 124

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Mirador Capital Partners's EVRG Position: Q1 2023 in Review

Mirador Capital Partners sold out of Evergy (EVRG) in Q1 2023, closing a stake of 3,827 shares — an estimated $241K sold.

Mirador Capital Partners first reported a position in EVRG in Q4 2021 and held it in 5 quarters. The position peaked at $597K in Q4 2021. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Mirador Capital Partners reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 3,827 Evergy shares in Q1 2023, an estimated $241K.
  • Mirador Capital Partners first reported a position in Evergy in Q4 2021 and held it in 5 quarters.
  • Mirador Capital Partners's Evergy position peaked at $597K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Mirador Capital Partners's 13F filing for Q1 2023, filed 14 Apr 2023.