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SOA Wealth Advisors’s Evergy EVRG Stock Holding History

SOA 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
2023
Q4 		– Sell
-8
Closed -$406 – 916
2023
Q3 		$406 Hold
8
– – ﹤0.01% 832
2023
Q2 		$467 Hold
8
– – ﹤0.01% 837
2023
Q1 		$489 Hold
8
– – ﹤0.01% 846
2022
Q4 		$503 Hold
8
– – ﹤0.01% 844
2022
Q3 		$0 Hold
8
– – ﹤0.01% 866
2022
Q2 		$0 Hold
8
– – ﹤0.01% 868
2022
Q1 		$0 Hold
8
– – ﹤0.01% 926
2021
Q4 		$0 Hold
8
– – ﹤0.01% 902
2021
Q3 		$0 Hold
8
– – ﹤0.01% 916
2021
Q2 		$0 Hold
8
– – ﹤0.01% 888
2021
Q1 		$0 Hold
8
– – ﹤0.01% 835
2020
Q4 		$0 Buy
+8
New +$439 ﹤0.01% 813

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SOA Wealth Advisors's EVRG Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Evergy (EVRG) in Q4 2023, closing a stake of 8 shares — an estimated $406 sold.

SOA Wealth Advisors first reported a position in EVRG in Q4 2020 and held it in 12 quarters. The position peaked at $503 in Q4 2022. 704 funds tracked by Wall St. Rank hold EVRG as of Q4 2023.

  • SOA Wealth Advisors reported no remaining Evergy position as of Q4 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 8 Evergy shares in Q4 2023, an estimated $406.
  • SOA Wealth Advisors first reported a position in Evergy in Q4 2020 and held it in 12 quarters.
  • SOA Wealth Advisors's Evergy position peaked at $503 in Q4 2022.
  • 704 funds tracked by Wall St. Rank held Evergy as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.