AF
EVBG

Allworth Financial’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-125
Closed -$4.35K – 3815
2024
Q1 		$4.35K Hold
125
– – ﹤0.01% 2463
2023
Q4 		$3.04K Sell
125
-62
-33% -$1.34K ﹤0.01% 2486
2023
Q3 		$4.19K Buy
187
+62
+50% +$1.6K ﹤0.01% 2192
2023
Q2 		$3.36K Hold
125
– – ﹤0.01% 2273
2023
Q1 		$4.33K Hold
125
– – ﹤0.01% 2093
2022
Q4 		$3.7K Sell
125
-27
-18% -$828 ﹤0.01% 2020
2022
Q3 		$5K Buy
152
+14
+10% +$459 ﹤0.01% 1909
2022
Q2 		$4K Buy
138
+4
+3% +$162 ﹤0.01% 1856
2022
Q1 		$6K Buy
134
+9
+7% +$425 ﹤0.01% 1613
2021
Q4 		$8K Hold
125
– – ﹤0.01% 1486
2021
Q3 		$19K Hold
125
– – ﹤0.01% 1064
2021
Q2 		$17K Hold
125
– – ﹤0.01% 897
2021
Q1 		$15K Sell
125
-125
-50% -$17.6K ﹤0.01% 877
2020
Q4 		$37K Hold
250
– – ﹤0.01% 529
2020
Q3 		$31K Hold
250
– – ﹤0.01% 503
2020
Q2 		$35K Buy
+250
New +$32.5K ﹤0.01% 477

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's EVBG Position: Q2 2024 in Review

Allworth Financial sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 125 shares — an estimated $4.35K sold.

Allworth Financial first reported a position in EVBG in Q2 2020 and held it in 16 quarters. The position peaked at $37K in Q4 2020. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • Allworth Financial reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 125 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $4.35K.
  • Allworth Financial first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 16 quarters.
  • Allworth Financial's Everbridge, Inc. Common Stock position peaked at $37K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.