My Personal CFO LLC’s Evergy EVRG Stock Holding History

My Personal CFO LLC’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	-23	Closed	-$1.45K	–	317
2022 Q4	$1.45K	Buy	+23	New	+$1.38K	﹤0.01%	571

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

My Personal CFO LLC's EVRG Position: Q1 2023 in Review

My Personal CFO LLC sold out of Evergy (EVRG) in Q1 2023, closing a stake of 23 shares — an estimated $1.45K sold.

My Personal CFO LLC first reported a position in EVRG in Q4 2022 and held it in 1 quarter. The position peaked at $1.45K in Q4 2022. 652 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

My Personal CFO LLC reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 23 Evergy shares in Q1 2023, an estimated $1.45K.
My Personal CFO LLC first reported a position in Evergy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Evergy position peaked at $1.45K in Q4 2022.
652 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.