Carson Wealth (CWM LLC)’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Carson Wealth (CWM 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
2024 Q3	–	Sell	-428	Closed	-$15K	–	5290
2024 Q2	$15K	Buy	428 +140	+49%	+$4.87K	﹤0.01%	3322
2024 Q1	$10K	Sell	288 -13	-4%	-$366	﹤0.01%	3371
2023 Q4	$7K	Sell	301 -195	-39%	-$4.2K	﹤0.01%	3384
2023 Q3	$11K	Buy	+496	New	+$12.8K	﹤0.01%	3107
2023 Q2	–	Sell	-118	Closed	-$4K	–	4527
2023 Q1	$4K	Sell	118 -103	-47%	-$3.29K	﹤0.01%	3451
2022 Q4	$7K	Buy	221 +112	+103%	+$3.43K	﹤0.01%	3043
2022 Q3	$3K	Sell	109 -113	-51%	-$3.71K	﹤0.01%	3391
2022 Q2	$6K	Sell	222 -15	-6%	-$608	﹤0.01%	2935
2022 Q1	$10K	Buy	237 +224	+1,723%	+$10.6K	﹤0.01%	2505
2021 Q4	$1K	Buy	+13	New	+$1.57K	﹤0.01%	3421

Other funds holding EVBG

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVBG Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2024, closing a stake of 428 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in EVBG in Q4 2021 and held it in 10 quarters. The position peaked at $15K in Q2 2024. 1 fund tracked by Wall St. Rank holds EVBG as of Q3 2024.

Carson Wealth (CWM LLC) reported no remaining Everbridge, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 428 Everbridge, Inc. Common Stock shares in Q3 2024, an estimated $15K.
Carson Wealth (CWM LLC) first reported a position in Everbridge, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
Carson Wealth (CWM LLC)'s Everbridge, Inc. Common Stock position peaked at $15K in Q2 2024.
1 fund tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.