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SVA Wealth Management’s Evergy EVRG Stock Holding History

SVA 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
2020
Q4 		$436K Buy
+7,855
New +$431K 0.04% 175

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's EVRG Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Evergy (EVRG) in Q4 2020: 7,855 shares worth $436K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings.

592 funds tracked by Wall St. Rank hold EVRG as of Q4 2020.

  • SVA Wealth Management held 7,855 shares of Evergy worth $436K as of Q4 2020.
  • Evergy was a new SVA Wealth Management position in Q4 2020.
  • Evergy made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #175 holding.
  • 592 funds tracked by Wall St. Rank held Evergy as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.