BCA
EVBG

Berman Capital Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Berman Capital 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
Q3 		$1K Hold
9
– – ﹤0.01% 2011
2021
Q2 		$1K Buy
9
+3
+50% +$375 ﹤0.01% 1843
2021
Q1 		$0 Buy
+6
New +$843 ﹤0.01% 1946

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
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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 $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berman Capital Advisors's EVBG Position: Q3 2021 in Review

Berman Capital Advisors held its Everbridge, Inc. Common Stock (EVBG) position steady in Q3 2021 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Berman Capital Advisors first reported a position in EVBG in Q1 2021 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold EVBG as of Q3 2021.

  • Berman Capital Advisors held 9 shares of Everbridge, Inc. Common Stock worth $1K as of Q3 2021.
  • Berman Capital Advisors left its Everbridge, Inc. Common Stock share count unchanged in Q3 2021.
  • Everbridge, Inc. Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2011 holding.
  • Berman Capital Advisors first reported a position in Everbridge, Inc. Common Stock in Q1 2021 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.