BWM
EVBG

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

BerganKDV 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
2022
Q2 		– Sell
-10
Closed – – 1089
2022
Q1 		$0 Buy
+10
New +$472 ﹤0.01% 1121

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

BerganKDV Wealth Management's EVBG Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2022, closing a stake of 10 shares.

BerganKDV Wealth Management first reported a position in EVBG in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 214 funds tracked by Wall St. Rank hold EVBG as of Q2 2022.

  • BerganKDV Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Everbridge, Inc. Common Stock shares in Q2 2022.
  • BerganKDV Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Everbridge, Inc. Common Stock position peaked at $0 in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.