Regal Wealth Group’s Evergy EVRG Stock Holding History

Regal Wealth Group’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
2021 Q2	–	Sell	-16	Closed	-$1K	–	119
2021 Q1	$1K	Buy	+16	New	+$885	﹤0.01%	232

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

PAMU

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regal Wealth Group's EVRG Position: Q2 2021 in Review

Regal Wealth Group sold out of Evergy (EVRG) in Q2 2021, closing a stake of 16 shares — an estimated $1K sold.

Regal Wealth Group first reported a position in EVRG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Regal Wealth Group reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 16 Evergy shares in Q2 2021, an estimated $1K.
Regal Wealth Group first reported a position in Evergy in Q1 2021 and held it in 1 quarter.
Regal Wealth Group's Evergy position peaked at $1K in Q1 2021.
582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.