Segment Wealth Management’s Evergy EVRG Stock Holding History

Segment Wealth Management’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	-4,124	Closed	-$268K	–	200
2019 Q4	$268K	Buy	+4,124	New	+$263K	0.05%	201

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Segment Wealth Management's EVRG Position: Q1 2020 in Review

Segment Wealth Management sold out of Evergy (EVRG) in Q1 2020, closing a stake of 4,124 shares — an estimated $268K sold.

Segment Wealth Management first reported a position in EVRG in Q4 2019 and held it in 1 quarter. The position peaked at $268K in Q4 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

Segment Wealth Management reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
Segment Wealth Management sold 4,124 Evergy shares in Q1 2020, an estimated $268K.
Segment Wealth Management first reported a position in Evergy in Q4 2019 and held it in 1 quarter.
Segment Wealth Management's Evergy position peaked at $268K in Q4 2019.
581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Segment Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.