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Voya Financial Advisors’s Evergy EVRG Stock Holding History

Voya Financial 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
2020
Q3 		– Sell
-4,158
Closed -$246K – 593
2020
Q2 		$246K Sell
4,158
-76
-2% -$4.5K 0.01% 512
2020
Q1 		$250K Buy
4,234
+39
+0.9% +$2.56K 0.01% 486
2019
Q4 		$269K Sell
4,195
-17
-0.4% -$1.08K 0.01% 538
2019
Q3 		$280K Buy
4,212
+150
+4% +$9.49K 0.02% 506
2019
Q2 		$244K Sell
4,062
-787
-16% -$46K 0.01% 539
2019
Q1 		$281K Sell
4,849
-108
-2% -$6.15K 0.02% 496
2018
Q4 		$280K Sell
4,957
-1,425
-22% -$82.3K 0.02% 445
2018
Q3 		$347K Buy
6,382
+1,777
+39% +$101K 0.02% 453
2018
Q2 		$257K Buy
+4,605
New +$247K 0.02% 473

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Voya Financial Advisors's EVRG Position: Q3 2020 in Review

Voya Financial Advisors sold out of Evergy (EVRG) in Q3 2020, closing a stake of 4,158 shares — an estimated $246K sold.

Voya Financial Advisors first reported a position in EVRG in Q2 2018 and held it in 9 quarters. The position peaked at $347K in Q3 2018. 562 funds tracked by Wall St. Rank hold EVRG as of Q3 2020.

  • Voya Financial Advisors reported no remaining Evergy position as of Q3 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 4,158 Evergy shares in Q3 2020, an estimated $246K.
  • Voya Financial Advisors first reported a position in Evergy in Q2 2018 and held it in 9 quarters.
  • Voya Financial Advisors's Evergy position peaked at $347K in Q3 2018.
  • 562 funds tracked by Wall St. Rank held Evergy as of Q3 2020.

Based on Voya Financial Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.