TFS
EVRG icon

TrustCore Financial Services’s Evergy EVRG Stock Holding History

TrustCore Financial Services’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
2022
Q4 		– Sell
-115
Closed -$7K – 1080
2022
Q3 		$7K Buy
+115
New +$7.74K ﹤0.01% 808
2022
Q1 		– Sell
-17
Closed -$1K – 1048
2021
Q4 		$1K Buy
+17
New +$1.1K ﹤0.01% 904
2021
Q2 		– Sell
-1,250
Closed -$74K – 1072
2021
Q1 		$74K Hold
1,250
– – 0.01% 375
2020
Q4 		$69K Buy
+1,250
New +$68.6K 0.01% 382

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

TrustCore Financial Services's EVRG Position: Q4 2022 in Review

TrustCore Financial Services sold out of Evergy (EVRG) in Q4 2022, closing a stake of 115 shares — an estimated $7K sold.

TrustCore Financial Services first reported a position in EVRG in Q4 2020 and held it in 4 quarters. The position peaked at $74K in Q1 2021. 686 funds tracked by Wall St. Rank hold EVRG as of Q4 2022.

  • TrustCore Financial Services reported no remaining Evergy position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 115 Evergy shares in Q4 2022, an estimated $7K.
  • TrustCore Financial Services first reported a position in Evergy in Q4 2020 and held it in 4 quarters.
  • TrustCore Financial Services's Evergy position peaked at $74K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Evergy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.