APP
EVBG

Avantax Planning Partners’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-30
Closed -$1K – 1568
2018
Q1 		$1K Buy
+30
New +$1K ﹤0.01% 1780

Other funds holding EVBG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's EVBG Position: Q2 2018 in Review

Avantax Planning Partners sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2018, closing a stake of 30 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in EVBG in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2018.

  • Avantax Planning Partners reported no remaining Everbridge, Inc. Common Stock position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 30 Everbridge, Inc. Common Stock shares in Q2 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Everbridge, Inc. Common Stock in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Everbridge, Inc. Common Stock position peaked at $1K in Q1 2018.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.