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Sound Financial Strategies Group’s Evergy EVRG Stock Holding History

Sound Financial Strategies 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
-10,441
Closed -$622K – 99
2021
Q1 		$622K Sell
10,441
-231
-2% -$12.8K 0.32% 33
2020
Q4 		$592K Buy
+10,672
New +$586K 0.32% 53

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
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Financial Strategies Group's EVRG Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Evergy (EVRG) in Q2 2021, closing a stake of 10,441 shares — an estimated $622K sold.

Sound Financial Strategies Group first reported a position in EVRG in Q4 2020 and held it in 2 quarters. The position peaked at $622K in Q1 2021. 581 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 10,441 Evergy shares in Q2 2021, an estimated $622K.
  • Sound Financial Strategies Group first reported a position in Evergy in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Evergy position peaked at $622K in Q1 2021.
  • 581 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.