BOPW
EVBG

Brandywine Oak Private Wealth’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,680
Closed -$250K – 289
2020
Q4 		$250K Buy
+1,680
New +$215K 0.04% 234

Other funds holding EVBG

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SCH
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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 $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
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PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brandywine Oak Private Wealth's EVBG Position: Q1 2021 in Review

Brandywine Oak Private Wealth sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2021, closing a stake of 1,680 shares — an estimated $250K sold.

Brandywine Oak Private Wealth first reported a position in EVBG in Q4 2020 and held it in 1 quarter. The position peaked at $250K in Q4 2020. 305 funds tracked by Wall St. Rank hold EVBG as of Q1 2021.

  • Brandywine Oak Private Wealth reported no remaining Everbridge, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,680 Everbridge, Inc. Common Stock shares in Q1 2021, an estimated $250K.
  • Brandywine Oak Private Wealth first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Everbridge, Inc. Common Stock position peaked at $250K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2021.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2021, filed 6 May 2021.