Pacifica Partners’s Evergy EVRG Stock Holding History

Pacifica 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
2024 Q3	–	Sell	-275	Closed	-$14.4K	–	513
2024 Q2	$14.4K	Hold	275	–	–	0.01%	328
2024 Q1	$14.1K	Hold	275	–	–	0.01%	328
2023 Q4	$14.1K	Hold	275	–	–	0.01%	334
2023 Q3	$13.3K	Buy	+275	New	+$15.6K	0.01%	320

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

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacifica Partners's EVRG Position: Q3 2024 in Review

Pacifica Partners sold out of Evergy (EVRG) in Q3 2024, closing a stake of 275 shares — an estimated $14.4K sold.

Pacifica Partners first reported a position in EVRG in Q3 2023 and held it in 4 quarters. The position peaked at $14.4K in Q2 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

Pacifica Partners reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
Pacifica Partners sold 275 Evergy shares in Q3 2024, an estimated $14.4K.
Pacifica Partners first reported a position in Evergy in Q3 2023 and held it in 4 quarters.
Pacifica Partners's Evergy position peaked at $14.4K in Q2 2024.
717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.