Trust Point Inc’s Evergy EVRG Stock Holding History

Trust Point Inc’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	-8,856	Closed	-$462K	–	533
2023 Q4	$462K	Buy	+8,856	New	+$446K	0.04%	293

Other funds holding EVRG

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Trust Point Inc's EVRG Position: Q1 2024 in Review

Trust Point Inc sold out of Evergy (EVRG) in Q1 2024, closing a stake of 8,856 shares — an estimated $462K sold.

Trust Point Inc first reported a position in EVRG in Q4 2023 and held it in 1 quarter. The position peaked at $462K in Q4 2023. 692 funds tracked by Wall St. Rank hold EVRG as of Q1 2024.

Trust Point Inc reported no remaining Evergy position as of Q1 2024 after selling out during the quarter.
Trust Point Inc sold 8,856 Evergy shares in Q1 2024, an estimated $462K.
Trust Point Inc first reported a position in Evergy in Q4 2023 and held it in 1 quarter.
Trust Point Inc's Evergy position peaked at $462K in Q4 2023.
692 funds tracked by Wall St. Rank held Evergy as of Q1 2024.

Based on Trust Point Inc's 13F filing for Q1 2024, filed 19 Apr 2024.