Monumental Financial Group’s Evergy EVRG Stock Holding History

Monumental Financial Group’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 Q3	–	Sell	-201	Closed	-$12K	–	46
2021 Q2	$12K	Buy	+201	New	+$12.6K	0.01%	76

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Monumental Financial Group's EVRG Position: Q3 2021 in Review

Monumental Financial Group sold out of Evergy (EVRG) in Q3 2021, closing a stake of 201 shares — an estimated $12K sold.

Monumental Financial Group first reported a position in EVRG in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Monumental Financial Group reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 201 Evergy shares in Q3 2021, an estimated $12K.
Monumental Financial Group first reported a position in Evergy in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's Evergy position peaked at $12K in Q2 2021.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.