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Ropes Wealth Advisors’s Evergy EVRG Stock Holding History

Ropes Wealth 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
2021
Q1 		– Sell
-19
Closed -$1K – 425
2020
Q4 		$1K Buy
+19
New +$1.04K ﹤0.01% 716
2020
Q3 		– Sell
-44
Closed -$3K – 624
2020
Q2 		$3K Buy
+44
New +$2.61K ﹤0.01% 510
2018
Q3 		– Sell
-45
Closed -$3K – 548
2018
Q2 		$3K Buy
+45
New +$2.41K ﹤0.01% 523

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ropes Wealth Advisors's EVRG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Evergy (EVRG) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in EVRG in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 585 funds tracked by Wall St. Rank hold EVRG as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Evergy position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 19 Evergy shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Evergy in Q2 2018 and held it in 3 quarters.
  • Ropes Wealth Advisors's Evergy position peaked at $3K in Q2 2020.
  • 585 funds tracked by Wall St. Rank held Evergy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.