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Price Wealth’s Evergy EVRG Stock Holding History

Price Wealth’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
2020
Q3 		$18K Buy
+346
New +$19.3K 0.01% 196
2020
Q2 		– Sell
-75
Closed -$4K – 453
2020
Q1 		$4K Buy
75
+20
+36% +$1.31K ﹤0.01% 214
2019
Q4 		$4K Buy
+55
New +$3.51K ﹤0.01% 197

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Price Wealth's EVRG Position: Q3 2020 in Review

Price Wealth opened a new position in Evergy (EVRG) in Q3 2020: 346 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Price Wealth previously reported a position in EVRG as recently as Q1 2020.

Price Wealth first reported a position in EVRG in Q4 2019 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Price Wealth held 346 shares of Evergy worth $18K as of Q3 2020.
  • Evergy was a new Price Wealth position in Q3 2020.
  • Evergy made up 0.01% of Price Wealth's portfolio in Q3 2020, its #196 holding.
  • Price Wealth first reported a position in Evergy in Q4 2019 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.