Optimum Investment Advisors’s Evergy EVRG Stock Holding History

Optimum Investment 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
2021 Q4	–	Sell	-247	Closed	-$15K	–	842
2021 Q3	$15K	Sell	247 -35	-12%	-$2.29K	0.01%	628
2021 Q2	$17K	Hold	282	–	–	0.01%	681
2021 Q1	$17K	Hold	282	–	–	0.01%	693
2020 Q4	$16K	Hold	282	–	–	﹤0.01%	657
2020 Q3	$14K	Hold	282	–	–	﹤0.01%	648
2020 Q2	$17K	Hold	282	–	–	0.01%	627
2020 Q1	$16K	Hold	282	–	–	0.01%	616
2019 Q4	$18K	Hold	282	–	–	0.01%	689
2019 Q3	$19K	Hold	282	–	–	0.01%	685
2019 Q2	$17K	Hold	282	–	–	0.01%	704
2019 Q1	$16K	Hold	282	–	–	0.01%	726
2018 Q4	$16K	Hold	282	–	–	0.01%	684
2018 Q3	$15K	Hold	282	–	–	﹤0.01%	783
2018 Q2	$16K	Buy	+282	New	+$15.1K	﹤0.01%	775

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 $3.37T AUM 44.26% 1-Year Est. Return

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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

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

Optimum Investment Advisors's EVRG Position: Q4 2021 in Review

Optimum Investment Advisors sold out of Evergy (EVRG) in Q4 2021, closing a stake of 247 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in EVRG in Q2 2018 and held it in 14 quarters. The position peaked at $19K in Q3 2019. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

Optimum Investment Advisors reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 247 Evergy shares in Q4 2021, an estimated $15K.
Optimum Investment Advisors first reported a position in Evergy in Q2 2018 and held it in 14 quarters.
Optimum Investment Advisors's Evergy position peaked at $19K in Q3 2019.
631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.