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Realta Investment Advisors’s Evergy EVRG Stock Holding History

Realta Investment 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
Q1 		– Sell
-201
Closed -$13K – 632
2019
Q4 		$13K Sell
201
-101
-33% -$6.44K ﹤0.01% 1060
2019
Q3 		$20K Sell
302
-75
-20% -$4.74K 0.01% 920
2019
Q2 		$23K Buy
377
+75
+25% +$4.39K 0.01% 886
2019
Q1 		$18K Buy
+302
New +$17.2K 0.01% 776

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's EVRG Position: Q1 2020 in Review

Realta Investment Advisors sold out of Evergy (EVRG) in Q1 2020, closing a stake of 201 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in EVRG in Q1 2019 and held it in 4 quarters. The position peaked at $23K in Q2 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

  • Realta Investment Advisors reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 201 Evergy shares in Q1 2020, an estimated $13K.
  • Realta Investment Advisors first reported a position in Evergy in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Evergy position peaked at $23K in Q2 2019.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.