Rational Advisors’s Evergy EVRG Stock Holding History

Rational 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
2020 Q4	–	Sell	-907	Closed	-$46K	–	340
2020 Q3	$46K	Buy	+907	New	+$50.7K	0.02%	193

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

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

Rational Advisors's EVRG Position: Q4 2020 in Review

Rational Advisors sold out of Evergy (EVRG) in Q4 2020, closing a stake of 907 shares — an estimated $46K sold.

Rational Advisors first reported a position in EVRG in Q3 2020 and held it in 1 quarter. The position peaked at $46K in Q3 2020. 592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

Rational Advisors reported no remaining Evergy position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 907 Evergy shares in Q4 2020, an estimated $46K.
Rational Advisors first reported a position in Evergy in Q3 2020 and held it in 1 quarter.
Rational Advisors's Evergy position peaked at $46K in Q3 2020.
592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.