Tarbox Family Office’s Evergy EVRG Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-75	Closed	-$5K	–	404
2022 Q1	$5K	Hold	75	–	–	﹤0.01%	527
2021 Q4	$5K	Buy	75 +2	+3%	+$130	﹤0.01%	597
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	628
2021 Q2	$4K	Hold	73	–	–	﹤0.01%	706
2021 Q1	$4K	Hold	73	–	–	﹤0.01%	630
2020 Q4	$4K	Hold	73	–	–	﹤0.01%	581
2020 Q3	$4K	Sell	73 -6	-8%	-$335	﹤0.01%	524
2020 Q2	$5K	Sell	79 -191	-71%	-$11.3K	﹤0.01%	475
2020 Q1	$15K	Buy	270 +146	+118%	+$9.59K	﹤0.01%	280
2019 Q4	$8K	Buy	124 +32	+35%	+$2.04K	﹤0.01%	412
2019 Q3	$6K	Hold	92	–	–	﹤0.01%	420
2019 Q2	$6K	Buy	92 +27	+42%	+$1.58K	﹤0.01%	410
2019 Q1	$4K	Hold	65	–	–	﹤0.01%	409
2018 Q4	$4K	Hold	65	–	–	﹤0.01%	399
2018 Q3	$4K	Buy	+65	New	+$3.68K	﹤0.01%	416

Other funds holding EVRG

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Tarbox Family Office's EVRG Position: Q2 2022 in Review

Tarbox Family Office sold out of Evergy (EVRG) in Q2 2022, closing a stake of 75 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in EVRG in Q3 2018 and held it in 15 quarters. The position peaked at $15K in Q1 2020. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Tarbox Family Office reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 75 Evergy shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Evergy in Q3 2018 and held it in 15 quarters.
Tarbox Family Office's Evergy position peaked at $15K in Q1 2020.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.