Wealthcare Capital Management’s Evergy EVRG Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-294	Closed	-$18K	–	272
2021 Q1	$18K	Buy	+294	New	+$16.3K	﹤0.01%	221
2020 Q2	–	Sell	-294	Closed	-$16K	–	114
2020 Q1	$16K	Hold	294	–	–	﹤0.01%	140
2019 Q4	$19K	Hold	294	–	–	﹤0.01%	151
2019 Q3	$20K	Hold	294	–	–	﹤0.01%	136
2019 Q2	$18K	Hold	294	–	–	﹤0.01%	134
2019 Q1	$17K	Hold	294	–	–	﹤0.01%	143
2018 Q4	$17K	Buy	+294	New	+$17K	﹤0.01%	139

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 $3.38T AUM 44.17% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Capital Management's EVRG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Evergy (EVRG) in Q2 2021, closing a stake of 294 shares — an estimated $18K sold.

Wealthcare Capital Management first reported a position in EVRG in Q4 2018 and held it in 7 quarters. The position peaked at $20K in Q3 2019. 582 funds tracked by Wall St. Rank hold EVRG as of Q2 2021.

Wealthcare Capital Management reported no remaining Evergy position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 294 Evergy shares in Q2 2021, an estimated $18K.
Wealthcare Capital Management first reported a position in Evergy in Q4 2018 and held it in 7 quarters.
Wealthcare Capital Management's Evergy position peaked at $20K in Q3 2019.
582 funds tracked by Wall St. Rank held Evergy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.