Bogart Wealth LLC’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Bogart Wealth LLC’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 Q2	–	Sell	-39	Closed	-$1.35K	–	1146
2023 Q1	$1.35K	Buy	+39	New	+$1.25K	﹤0.01%	964

Other funds holding EVBG

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bogart Wealth LLC's EVBG Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2023, closing a stake of 39 shares — an estimated $1.35K sold.

Bogart Wealth LLC first reported a position in EVBG in Q1 2023 and held it in 1 quarter. The position peaked at $1.35K in Q1 2023. 185 funds tracked by Wall St. Rank hold EVBG as of Q2 2023.

Bogart Wealth LLC reported no remaining Everbridge, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 39 Everbridge, Inc. Common Stock shares in Q2 2023, an estimated $1.35K.
Bogart Wealth LLC first reported a position in Everbridge, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
Bogart Wealth LLC's Everbridge, Inc. Common Stock position peaked at $1.35K in Q1 2023.
185 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.