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Ten Capital Wealth Advisors’s Evergy EVRG Stock Holding History

Ten Capital 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
Q1 		– Sell
-13
Closed -$818 – 603
2022
Q4 		$818 Sell
13
-40
-75% -$2.4K ﹤0.01% 491
2022
Q3 		$3K Buy
+53
New +$3.57K ﹤0.01% 454

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 $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Ten Capital Wealth Advisors's EVRG Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Evergy (EVRG) in Q1 2023, closing a stake of 13 shares — an estimated $818 sold.

Ten Capital Wealth Advisors first reported a position in EVRG in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 653 funds tracked by Wall St. Rank hold EVRG as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Evergy position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 13 Evergy shares in Q1 2023, an estimated $818.
  • Ten Capital Wealth Advisors first reported a position in Evergy in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Evergy position peaked at $3K in Q3 2022.
  • 653 funds tracked by Wall St. Rank held Evergy as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.