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Selective Wealth Management’s Evergy EVRG Stock Holding History

Selective 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
2022
Q4 		– Sell
-1,364
Closed -$81K – 294
2022
Q3 		$81K Hold
1,364
– – 0.03% 234
2022
Q2 		$89K Buy
1,364
+422
+45% +$28.6K 0.03% 236
2022
Q1 		$64K Buy
942
+716
+317% +$46.2K 0.02% 265
2021
Q4 		$16K Hold
226
– – 0.01% 436
2021
Q3 		$14K Hold
226
– – 0.01% 397
2021
Q2 		$14K Hold
226
– – 0.01% 306
2021
Q1 		$13K Hold
226
– – 0.01% 226
2020
Q4 		$13K Hold
226
– – 0.01% 216
2020
Q3 		$11K Hold
226
– – 0.01% 197
2020
Q2 		$13K Buy
+226
New +$13.4K 0.01% 217

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Selective Wealth Management's EVRG Position: Q4 2022 in Review

Selective Wealth Management sold out of Evergy (EVRG) in Q4 2022, closing a stake of 1,364 shares — an estimated $81K sold.

Selective Wealth Management first reported a position in EVRG in Q2 2020 and held it in 10 quarters. The position peaked at $89K in Q2 2022. 684 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • Selective Wealth Management reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,364 Evergy shares in Q4 2022, an estimated $81K.
  • Selective Wealth Management first reported a position in Evergy in Q2 2020 and held it in 10 quarters.
  • Selective Wealth Management's Evergy position peaked at $89K in Q2 2022.
  • 684 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.