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TD Ameritrade Investment Management’s Evergy EVRG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-39
Closed -$2K – 151
2023
Q2 		$2K Hold
39
– – ﹤0.01% 448
2023
Q1 		$2K Hold
39
– – ﹤0.01% 477
2022
Q4 		$2K Sell
39
-6
-13% -$360 ﹤0.01% 485
2022
Q3 		$3K Sell
45
-36
-44% -$2.42K ﹤0.01% 463
2022
Q2 		$5K Sell
81
-2
-2% -$136 ﹤0.01% 469
2022
Q1 		$6K Buy
83
+3
+4% +$194 ﹤0.01% 530
2021
Q4 		$5K Buy
80
+23
+40% +$1.5K ﹤0.01% 530
2021
Q3 		$3K Sell
57
-126
-69% -$8.26K ﹤0.01% 551
2021
Q2 		$11K Sell
183
-26
-12% -$1.63K ﹤0.01% 452
2021
Q1 		$12K Hold
209
– – ﹤0.01% 439
2020
Q4 		$12K Buy
209
+152
+267% +$8.34K ﹤0.01% 439
2020
Q3 		$3K Hold
57
– – ﹤0.01% 551
2020
Q2 		$3K Sell
57
-2
-3% -$118 ﹤0.01% 545
2020
Q1 		$3K Buy
59
+9
+18% +$591 ﹤0.01% 517
2019
Q4 		$3K Sell
50
-11
-18% -$701 ﹤0.01% 550
2019
Q3 		$4K Sell
61
-16
-21% -$1.01K ﹤0.01% 544
2019
Q2 		$5K Buy
77
+11
+17% +$644 ﹤0.01% 485
2019
Q1 		$4K Buy
+66
New +$3.76K ﹤0.01% 461

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's EVRG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Evergy (EVRG) in Q3 2023, closing a stake of 39 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in EVRG in Q1 2019 and held it in 18 quarters. The position peaked at $12K in Q1 2021. 663 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 39 Evergy shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in Evergy in Q1 2019 and held it in 18 quarters.
  • TD Ameritrade Investment Management's Evergy position peaked at $12K in Q1 2021.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.