BWM
EVBG

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

Baystate 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
Q4 		– Sell
-20
Closed -$448 – 1348
2023
Q3 		$448 Buy
+20
New +$516 ﹤0.01% 947

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Baystate Wealth Management's EVBG Position: Q4 2023 in Review

Baystate Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 20 shares — an estimated $448 sold.

Baystate Wealth Management first reported a position in EVBG in Q3 2023 and held it in 1 quarter. The position peaked at $448 in Q3 2023. 176 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

  • Baystate Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 20 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $448.
  • Baystate Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Baystate Wealth Management's Everbridge, Inc. Common Stock position peaked at $448 in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.