AWM
EVBG

AE Wealth Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

AE Wealth Management’s Portfolio EVBG Stock Details EVBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,801
Closed -$556K – 2027
2022
Q4 		$556K Buy
+18,801
New +$576K ﹤0.01% 1261

Other funds holding EVBG

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

AE Wealth Management's EVBG Position: Q1 2023 in Review

AE Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2023, closing a stake of 18,801 shares — an estimated $556K sold.

AE Wealth Management first reported a position in EVBG in Q4 2022 and held it in 1 quarter. The position peaked at $556K in Q4 2022. 210 funds tracked by Wall St. Rank hold EVBG as of Q1 2023.

  • AE Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 18,801 Everbridge, Inc. Common Stock shares in Q1 2023, an estimated $556K.
  • AE Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • AE Wealth Management's Everbridge, Inc. Common Stock position peaked at $556K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.