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Professional Financial Advisors’s Evergy EVRG Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-68
Closed -$4K – 198
2022
Q3 		$4K Hold
68
– – ﹤0.01% 382
2022
Q2 		$4K Hold
68
– – ﹤0.01% 379
2022
Q1 		$5K Hold
68
– – ﹤0.01% 370
2021
Q4 		$5K Hold
68
– – ﹤0.01% 378
2021
Q3 		$4K Hold
68
– – ﹤0.01% 337
2021
Q2 		$4K Buy
+68
New +$4.25K ﹤0.01% 337

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Professional Financial Advisors's EVRG Position: Q4 2022 in Review

Professional Financial Advisors sold out of Evergy (EVRG) in Q4 2022, closing a stake of 68 shares — an estimated $4K sold.

Professional Financial Advisors first reported a position in EVRG in Q2 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Professional Financial Advisors reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 68 Evergy shares in Q4 2022, an estimated $4K.
  • Professional Financial Advisors first reported a position in Evergy in Q2 2021 and held it in 6 quarters.
  • Professional Financial Advisors's Evergy position peaked at $5K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.