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Trifecta Capital Advisors’s Evergy EVRG Stock Holding History

Trifecta Capital 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
Q3 		– Sell
-25
Closed -$1.46K – 429
2023
Q2 		$1.46K Hold
25
– – ﹤0.01% 341
2023
Q1 		$1.53K Hold
25
– – ﹤0.01% 331
2022
Q4 		$1.57K Buy
+25
New +$1.5K ﹤0.01% 340

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

Trifecta Capital Advisors's EVRG Position: Q3 2023 in Review

Trifecta Capital Advisors sold out of Evergy (EVRG) in Q3 2023, closing a stake of 25 shares — an estimated $1.46K sold.

Trifecta Capital Advisors first reported a position in EVRG in Q4 2022 and held it in 3 quarters. The position peaked at $1.57K in Q4 2022. 662 funds tracked by Wall St. Rank hold EVRG as of Q3 2023.

  • Trifecta Capital Advisors reported no remaining Evergy position as of Q3 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 25 Evergy shares in Q3 2023, an estimated $1.46K.
  • Trifecta Capital Advisors first reported a position in Evergy in Q4 2022 and held it in 3 quarters.
  • Trifecta Capital Advisors's Evergy position peaked at $1.57K in Q4 2022.
  • 662 funds tracked by Wall St. Rank held Evergy as of Q3 2023.

Based on Trifecta Capital Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.