Visionary Wealth Advisors’s Evergy EVRG Stock Holding History

Visionary Wealth 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
2021 Q3	–	Sell	-4,462	Closed	-$270K	–	332
2021 Q2	$270K	Buy	4,462 +458	+11%	+$28.7K	0.03%	281
2021 Q1	$238K	Buy	4,004 +6	+0.2%	+$332	0.03%	286
2020 Q4	$222K	Sell	3,998 -375	-9%	-$20.6K	0.02%	279
2020 Q3	$222K	Buy	4,373 +265	+6%	+$14.8K	0.03%	228
2020 Q2	$244K	Buy	+4,108	New	+$243K	0.04%	197

Other funds holding EVRG

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

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

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Visionary Wealth Advisors's EVRG Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of Evergy (EVRG) in Q3 2021, closing a stake of 4,462 shares — an estimated $270K sold.

Visionary Wealth Advisors first reported a position in EVRG in Q2 2020 and held it in 5 quarters. The position peaked at $270K in Q2 2021. 592 funds tracked by Wall St. Rank hold EVRG as of Q3 2021.

Visionary Wealth Advisors reported no remaining Evergy position as of Q3 2021 after selling out during the quarter.
Visionary Wealth Advisors sold 4,462 Evergy shares in Q3 2021, an estimated $270K.
Visionary Wealth Advisors first reported a position in Evergy in Q2 2020 and held it in 5 quarters.
Visionary Wealth Advisors's Evergy position peaked at $270K in Q2 2021.
592 funds tracked by Wall St. Rank held Evergy as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.