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William Allan Corp’s Evergy EVRG Stock Holding History

William Allan Corp’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
2023
Q2 		– Sell
-4,935
Closed -$302K – 48
2023
Q1 		$302K Hold
4,935
– – 0.24% 48
2022
Q4 		$311K Hold
4,935
– – 0.26% 46
2022
Q3 		$293K Sell
4,935
-190
-4% -$12.8K 0.27% 45
2022
Q2 		$334K Hold
5,125
– – 0.3% 41
2022
Q1 		$350K Sell
5,125
-10
-0.2% -$645 0.26% 43
2021
Q4 		$352K Buy
+5,135
New +$334K 0.25% 40

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

William Allan Corp's EVRG Position: Q2 2023 in Review

William Allan Corp sold out of Evergy (EVRG) in Q2 2023, closing a stake of 4,935 shares — an estimated $302K sold.

William Allan Corp first reported a position in EVRG in Q4 2021 and held it in 6 quarters. The position peaked at $352K in Q4 2021. 663 funds tracked by Wall St. Rank hold EVRG as of Q2 2023.

  • William Allan Corp reported no remaining Evergy position as of Q2 2023 after selling out during the quarter.
  • William Allan Corp sold 4,935 Evergy shares in Q2 2023, an estimated $302K.
  • William Allan Corp first reported a position in Evergy in Q4 2021 and held it in 6 quarters.
  • William Allan Corp's Evergy position peaked at $352K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held Evergy as of Q2 2023.

Based on William Allan Corp's 13F filing for Q2 2023, filed 28 Jul 2023.