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Widmann Financial Services’s Evergy EVRG Stock Holding History

Widmann 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
Q1 		– Sell
-1,000
Closed -$68K – 204
2021
Q4 		$68K Buy
+1,000
New +$65K 0.06% 151

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State Street
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Widmann Financial Services's EVRG Position: Q1 2022 in Review

Widmann Financial Services sold out of Evergy (EVRG) in Q1 2022, closing a stake of 1,000 shares — an estimated $68K sold.

Widmann Financial Services first reported a position in EVRG in Q4 2021 and held it in 1 quarter. The position peaked at $68K in Q4 2021. 640 funds tracked by Wall St. Rank hold EVRG as of Q1 2022.

  • Widmann Financial Services reported no remaining Evergy position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,000 Evergy shares in Q1 2022, an estimated $68K.
  • Widmann Financial Services first reported a position in Evergy in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Evergy position peaked at $68K in Q4 2021.
  • 640 funds tracked by Wall St. Rank held Evergy as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.