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Paragon Capital Management (Colorado)’s Evergy EVRG Stock Holding History

Paragon Capital Management (Colorado)’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
2022
Q1 		– Sell
-1,000
Closed -$69K – 282
2021
Q4 		$69K Buy
+1,000
New +$65K 0.01% 311
2018
Q4 		– Sell
-7,003
Closed -$385K – 218
2018
Q3 		$385K Hold
7,003
– – 0.33% 57
2018
Q2 		$393K Buy
+7,003
New +$375K 0.35% 57

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Paragon Capital Management (Colorado)'s EVRG Position: Q1 2022 in Review

Paragon Capital Management (Colorado) sold out of Evergy (EVRG) in Q1 2022, closing a stake of 1,000 shares — an estimated $69K sold.

Paragon Capital Management (Colorado) first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $393K in Q2 2018. 641 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Paragon Capital Management (Colorado) reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Paragon Capital Management (Colorado) sold 1,000 Evergy shares in Q1 2022, an estimated $69K.
  • Paragon Capital Management (Colorado) first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • Paragon Capital Management (Colorado)'s Evergy position peaked at $393K in Q2 2018.
  • 641 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q1 2022, filed 19 Apr 2022.