AWA
EVBG

Arkadios Wealth Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-8
Closed -$1K – 1861
2021
Q3 		$1K Hold
8
– – ﹤0.01% 1843
2021
Q2 		$1K Hold
8
– – ﹤0.01% 1929
2021
Q1 		$0 Hold
8
– – ﹤0.01% 1765
2020
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 1345

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's EVBG Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 8 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in EVBG in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $1K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.