AssetMark Inc’s Everbridge, Inc. Common Stock EVBG Stock Holding History

AssetMark Inc’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	-479	Closed	-$72K	–	1662
2021 Q3	$72K	Buy	+479	New	+$70.9K	﹤0.01%	711

Other funds holding EVBG

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc's EVBG Position: Q4 2021 in Review

AssetMark Inc sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 479 shares — an estimated $72K sold.

AssetMark Inc first reported a position in EVBG in Q3 2021 and held it in 1 quarter. The position peaked at $72K in Q3 2021. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

AssetMark Inc reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
AssetMark Inc sold 479 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $72K.
AssetMark Inc first reported a position in Everbridge, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
AssetMark Inc's Everbridge, Inc. Common Stock position peaked at $72K in Q3 2021.
268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on AssetMark Inc's 13F filing for Q4 2021, filed 14 Feb 2022.