Tradition Wealth Management’s Evergy EVRG Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-894	Closed	-$47K	–	636
2023 Q4	$47K	Buy	894 +10	+1%	+$503	﹤0.01%	640
2023 Q3	$45K	Sell	884 -60	-6%	-$3.41K	0.01%	632
2023 Q2	$55K	Buy	944 +329	+53%	+$19.9K	0.01%	599
2023 Q1	$38K	Buy	615 +65	+12%	+$3.95K	﹤0.01%	688
2022 Q4	$35K	Hold	550	–	–	﹤0.01%	624
2022 Q3	$33K	Hold	550	–	–	0.01%	626
2022 Q2	$36K	Hold	550	–	–	0.01%	532
2022 Q1	$38K	Hold	550	–	–	﹤0.01%	575
2021 Q4	$38K	Hold	550	–	–	﹤0.01%	593
2021 Q3	$34K	Hold	550	–	–	﹤0.01%	611
2021 Q2	$33K	Hold	550	–	–	﹤0.01%	639
2021 Q1	$33K	Hold	550	–	–	0.01%	529
2020 Q4	$31K	Buy	+550	New	+$30.2K	0.01%	500

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tradition Wealth Management's EVRG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Evergy (EVRG) in Q1 2024, closing a stake of 894 shares — an estimated $47K sold.

Tradition Wealth Management first reported a position in EVRG in Q4 2020 and held it in 13 quarters. The position peaked at $55K in Q2 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Tradition Wealth Management reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 894 Evergy shares in Q1 2024, an estimated $47K.
Tradition Wealth Management first reported a position in Evergy in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Evergy position peaked at $55K in Q2 2023.
692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.