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

Capital Advisors Ltd’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 Q4	–	Sell	-6	Closed	–	–	1731
2022 Q3	$0	Buy	+6	New	+$197	﹤0.01%	1597

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

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

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

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

KHCM

Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

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

Capital Advisors Ltd's EVBG Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 6 shares.

Capital Advisors Ltd first reported a position in EVBG in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 218 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

Capital Advisors Ltd reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 6 Everbridge, Inc. Common Stock shares in Q4 2022.
Capital Advisors Ltd first reported a position in Everbridge, Inc. Common Stock in Q3 2022 and held it in 1 quarter.
Capital Advisors Ltd's Everbridge, Inc. Common Stock position peaked at $0 in Q3 2022.
218 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.