Wilbanks Smith & Thomas Asset Management’s Evergy EVRG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2020 Q1	–	Sell	-9,068	Closed	-$590K	–	390
2019 Q4	$590K	Sell	9,068 -573	-6%	-$36.5K	0.03%	227
2019 Q3	$642K	Buy	9,641 +951	+11%	+$60.2K	0.04%	198
2019 Q2	$523K	Buy	8,690 +9	+0.1%	+$527	0.03%	227
2019 Q1	$504K	Buy	8,681 +73	+0.8%	+$4.16K	0.03%	235
2018 Q4	$489K	Hold	8,608	–	–	0.03%	207
2018 Q3	$473K	Hold	8,608	–	–	0.03%	239
2018 Q2	$483K	Buy	+8,608	New	+$461K	0.04%	200

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EVRG Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of Evergy (EVRG) in Q1 2020, closing a stake of 9,068 shares — an estimated $590K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EVRG in Q2 2018 and held it in 7 quarters. The position peaked at $642K in Q3 2019. 581 funds tracked by Wall St. Rank hold EVRG as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining Evergy position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 9,068 Evergy shares in Q1 2020, an estimated $590K.
Wilbanks Smith & Thomas Asset Management first reported a position in Evergy in Q2 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Evergy position peaked at $642K in Q3 2019.
581 funds tracked by Wall St. Rank held Evergy as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.