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Sterling Financial Planning’s Evergy EVRG Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-78
Closed -$5K – 199
2021
Q3 		$5K Hold
78
– – ﹤0.01% 360
2021
Q2 		$5K Hold
78
– – ﹤0.01% 342
2021
Q1 		$5K Hold
78
– – ﹤0.01% 316
2020
Q4 		$4K Buy
+78
New +$4.28K ﹤0.01% 314

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Sterling Financial Planning's EVRG Position: Q4 2021 in Review

Sterling Financial Planning sold out of Evergy (EVRG) in Q4 2021, closing a stake of 78 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in EVRG in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 631 funds tracked by Wall St. Rank hold EVRG as of Q4 2021.

  • Sterling Financial Planning reported no remaining Evergy position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 78 Evergy shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Evergy in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Evergy position peaked at $5K in Q3 2021.
  • 631 funds tracked by Wall St. Rank held Evergy as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.