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Wealthspire Advisors (Maryland)’s Evergy EVRG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,977
Closed -$115K – 946
2019
Q1 		$115K Buy
1,977
+1,182
+149% +$67.3K 0.01% 589
2018
Q4 		$45K Buy
795
+453
+132% +$26.1K ﹤0.01% 900
2018
Q3 		$19K Sell
342
-10
-3% -$566 ﹤0.01% 1319
2018
Q2 		$20K Buy
+352
New +$18.9K ﹤0.01% 1308

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EVRG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Evergy (EVRG) in Q2 2019, closing a stake of 1,977 shares — an estimated $115K sold.

Wealthspire Advisors (Maryland) first reported a position in EVRG in Q2 2018 and held it in 4 quarters. The position peaked at $115K in Q1 2019. 567 funds tracked by Wall St. Rank hold EVRG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Evergy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,977 Evergy shares in Q2 2019, an estimated $115K.
  • Wealthspire Advisors (Maryland) first reported a position in Evergy in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Evergy position peaked at $115K in Q1 2019.
  • 567 funds tracked by Wall St. Rank held Evergy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.