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Opal Wealth Advisors’s Evergy EVRG Stock Holding History

Opal Wealth Advisors’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
2024
Q3 		– Sell
-18
Closed -$954 – 515
2024
Q2 		$954 Buy
+18
New +$958 ﹤0.01% 1078

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's EVRG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Evergy (EVRG) in Q3 2024, closing a stake of 18 shares — an estimated $954 sold.

Opal Wealth Advisors first reported a position in EVRG in Q2 2024 and held it in 1 quarter. The position peaked at $954 in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 18 Evergy shares in Q3 2024, an estimated $954.
  • Opal Wealth Advisors first reported a position in Evergy in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Evergy position peaked at $954 in Q2 2024.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.