YWP
EVRG icon

YorkBridge Wealth Partners’s Evergy EVRG Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-191
Closed -$11K – 328
2019
Q2 		$11K Hold
191
– – ﹤0.01% 529
2019
Q1 		$11K Hold
191
– – 0.01% 570
2018
Q4 		$11K Hold
191
– – 0.01% 557
2018
Q3 		$11K Buy
+191
New +$10.8K 0.01% 594

Other funds holding EVRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

YorkBridge Wealth Partners's EVRG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Evergy (EVRG) in Q3 2019, closing a stake of 191 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in EVRG in Q3 2018 and held it in 4 quarters. The position peaked at $11K in Q2 2019. 589 funds tracked by Wall St. Rank hold EVRG as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Evergy position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 191 Evergy shares in Q3 2019, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in Evergy in Q3 2018 and held it in 4 quarters.
  • YorkBridge Wealth Partners's Evergy position peaked at $11K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Evergy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.