Summit Wealth Group’s Evergy EVRG Stock Holding History

Summit Wealth 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 Q3	–	Sell	-234	Closed	-$14K	–	104
2021 Q2	$14K	Hold	234	–	–	0.02%	92
2021 Q1	$14K	Buy	+234	New	+$12.9K	0.02%	83

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Wealth Group's EVRG Position: Q3 2021 in Review

Summit Wealth Group sold out of Evergy (EVRG) in Q3 2021, closing a stake of 234 shares — an estimated $14K sold.

Summit Wealth Group first reported a position in EVRG in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Summit Wealth Group reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 234 Evergy shares in Q3 2021, an estimated $14K.
Summit Wealth Group first reported a position in Evergy in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's Evergy position peaked at $14K in Q2 2021.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.