TFO
EVRG icon

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

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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return