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TCI Wealth Advisors’s Evergy EVRG Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-412
Closed -$25.2K – 870
2023
Q1 		$25.2K Buy
412
+90
+28% +$5.47K ﹤0.01% 625
2022
Q4 		$20.3K Buy
322
+3
+0.9% +$180 ﹤0.01% 699
2022
Q3 		$19K Hold
319
– – ﹤0.01% 671
2022
Q2 		$21K Sell
319
-2
-0.6% -$136 ﹤0.01% 625
2022
Q1 		$22K Hold
321
– – ﹤0.01% 653
2021
Q4 		$22K Sell
321
-15
-4% -$975 ﹤0.01% 663
2021
Q3 		$21K Buy
336
+9
+3% +$590 ﹤0.01% 669
2021
Q2 		$20K Buy
327
+34
+12% +$2.13K ﹤0.01% 615
2021
Q1 		$17K Buy
293
+61
+26% +$3.38K 0.01% 625
2020
Q4 		$13K Sell
232
-107
-32% -$5.87K 0.01% 581
2020
Q3 		$17K Buy
339
+11
+3% +$615 0.01% 479
2020
Q2 		$19K Buy
328
+84
+34% +$4.97K 0.01% 454
2020
Q1 		$13K Sell
244
-4
-2% -$263 0.01% 518
2019
Q4 		$16K Sell
248
-81
-25% -$5.17K 0.01% 598
2019
Q3 		$22K Buy
329
+79
+32% +$5K 0.01% 470
2019
Q2 		$15K Sell
250
-18
-7% -$1.05K 0.01% 526
2019
Q1 		$16K Sell
268
-20
-7% -$1.14K 0.01% 532
2018
Q4 		$16K Buy
288
+3
+1% +$173 0.01% 518
2018
Q3 		$16K Hold
285
– – 0.01% 548
2018
Q2 		$16K Buy
+285
New +$15.3K 0.01% 530

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

TCI Wealth Advisors's EVRG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Evergy (EVRG) in Q2 2023, closing a stake of 412 shares — an estimated $25.2K sold.

TCI Wealth Advisors first reported a position in EVRG in Q2 2018 and held it in 20 quarters. The position peaked at $25.2K in Q1 2023. 661 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 412 Evergy shares in Q2 2023, an estimated $25.2K.
  • TCI Wealth Advisors first reported a position in Evergy in Q2 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's Evergy position peaked at $25.2K in Q1 2023.
  • 661 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.