Worth Asset Management’s Evergy EVRG Stock Holding History

Worth 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
2022 Q2	–	Sell	-24	Closed	-$2K	–	547
2022 Q1	$2K	Buy	+24	New	+$1.55K	﹤0.01%	464

Other funds holding EVRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

Worth Asset Management's EVRG Position: Q2 2022 in Review

Worth Asset Management sold out of Evergy (EVRG) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

Worth Asset Management first reported a position in EVRG in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

Worth Asset Management reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
Worth Asset Management sold 24 Evergy shares in Q2 2022, an estimated $2K.
Worth Asset Management first reported a position in Evergy in Q1 2022 and held it in 1 quarter.
Worth Asset Management's Evergy position peaked at $2K in Q1 2022.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on Worth Asset Management's 13F filing for Q2 2022, filed 8 Jul 2022.