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TFO Wealth Partners’s Evergy EVRG Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-10
Closed -$522 – 847
2023
Q4 		$522 Hold
10
– – ﹤0.01% 320
2023
Q3 		$584 Buy
+10
New +$568 ﹤0.01% 417
2022
Q3 		– Sell
-94
Closed -$6K – 253
2022
Q2 		$6K Buy
+94
New +$6.38K ﹤0.01% 190

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

TFO Wealth Partners's EVRG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Evergy (EVRG) in Q1 2024, closing a stake of 10 shares — an estimated $522 sold.

TFO Wealth Partners first reported a position in EVRG in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

  • TFO Wealth Partners reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Evergy shares in Q1 2024, an estimated $522.
  • TFO Wealth Partners first reported a position in Evergy in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Evergy position peaked at $6K in Q2 2022.
  • 692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.