WR Wealth Planners’s Evergy EVRG Stock Holding History

WR Wealth Planners’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	-59	Closed	-$4.03K	–	530
2022 Q1	$4.03K	Buy	+59	New	+$3.81K	﹤0.01%	373

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

WR Wealth Planners's EVRG Position: Q2 2022 in Review

WR Wealth Planners sold out of Evergy (EVRG) in Q2 2022, closing a stake of 59 shares — an estimated $4.03K sold.

WR Wealth Planners first reported a position in EVRG in Q1 2022 and held it in 1 quarter. The position peaked at $4.03K in Q1 2022. 638 funds tracked by Wall St. Rank hold EVRG as of Q2 2022.

WR Wealth Planners reported no remaining Evergy position as of Q2 2022 after selling out during the quarter.
WR Wealth Planners sold 59 Evergy shares in Q2 2022, an estimated $4.03K.
WR Wealth Planners first reported a position in Evergy in Q1 2022 and held it in 1 quarter.
WR Wealth Planners's Evergy position peaked at $4.03K in Q1 2022.
638 funds tracked by Wall St. Rank held Evergy as of Q2 2022.

Based on WR Wealth Planners's 13F filing for Q2 2022, filed 17 Oct 2024.