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TrueWealth LLC’s Evergy EVRG Stock Holding History

TrueWealth LLC’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
2020
Q2 		$7K Buy
117
+1
+0.9% +$59 ﹤0.01% 522
2020
Q1 		$6K Buy
116
+1
+0.9% +$66 ﹤0.01% 518
2019
Q4 		$7K Buy
115
+1
+0.9% +$64 ﹤0.01% 515
2019
Q3 		$8K Buy
114
+1
+0.9% +$63 ﹤0.01% 484
2019
Q2 		$7K Buy
113
+1
+0.9% +$59 ﹤0.01% 513
2019
Q1 		$7K Hold
112
– – ﹤0.01% 516
2018
Q4 		$6K Sell
112
-11
-9% -$635 ﹤0.01% 511
2018
Q3 		$7K Hold
123
– – ﹤0.01% 548
2018
Q2 		$7K Buy
+123
New +$6.59K ﹤0.01% 553

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TrueWealth LLC's EVRG Position: Q2 2020 in Review

TrueWealth LLC increased its Evergy (EVRG) stake by 0.86% in Q2 2020, buying an estimated $59 and bringing the position to 117 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

TrueWealth LLC first reported a position in EVRG in Q2 2018 and has held it in 9 quarters since. The position peaked at $8K in Q3 2019. 580 funds tracked by Wall St. Rank hold EVRG as of Q2 2020.

  • TrueWealth LLC held 117 shares of Evergy worth $7K as of Q2 2020.
  • TrueWealth LLC bought 1 Evergy share in Q2 2020, an estimated $59.
  • Evergy made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #522 holding.
  • TrueWealth LLC first reported a position in Evergy in Q2 2018 and has held it in 9 quarters since.
  • TrueWealth LLC's Evergy position peaked at $8K in Q3 2019.
  • 580 funds tracked by Wall St. Rank held Evergy as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.