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SYSTM Wealth Solutions’s Evergy EVRG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-129
Closed -$6.83K – 277
2024
Q2 		$6.83K Hold
129
– – ﹤0.01% 530
2024
Q1 		$6.89K Buy
129
+18
+16% +$920 ﹤0.01% 806
2023
Q4 		$5.78K Buy
+111
New +$5.59K ﹤0.01% 874

Other funds holding EVRG

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's EVRG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Evergy (EVRG) in Q3 2024, closing a stake of 129 shares — an estimated $6.83K sold.

SYSTM Wealth Solutions first reported a position in EVRG in Q4 2023 and held it in 3 quarters. The position peaked at $6.89K in Q1 2024. 717 funds tracked by Wall St. Rank hold EVRG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Evergy position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 129 Evergy shares in Q3 2024, an estimated $6.83K.
  • SYSTM Wealth Solutions first reported a position in Evergy in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Evergy position peaked at $6.89K in Q1 2024.
  • 717 funds tracked by Wall St. Rank held Evergy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.