Cassaday & Co Wealth Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Cassaday & Co Wealth Management’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	-7,500	Closed	-$262K	–	320
2024 Q2	$262K	Hold	7,500	–	–	0.01%	246
2024 Q1	$261K	Buy	+7,500	New	+$211K	0.01%	247
2023 Q3	–	Sell	-7,500	Closed	-$202K	–	281
2023 Q2	$202K	Sell	7,500 -2,500	-25%	-$67.4K	0.01%	247
2023 Q1	$347K	Hold	10,000	–	–	0.01%	192
2022 Q4	$296K	Buy	+10,000	New	+$307K	0.01%	198

Other funds holding EVBG

BTI

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

Cassaday & Co Wealth Management's EVBG Position: Q3 2024 in Review

Cassaday & Co Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2024, closing a stake of 7,500 shares — an estimated $262K sold.

Cassaday & Co Wealth Management first reported a position in EVBG in Q4 2022 and held it in 5 quarters. The position peaked at $347K in Q1 2023. 1 fund tracked by Wall St. Rank holds EVBG as of Q3 2024.

Cassaday & Co Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Cassaday & Co Wealth Management sold 7,500 Everbridge, Inc. Common Stock shares in Q3 2024, an estimated $262K.
Cassaday & Co Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 5 quarters.
Cassaday & Co Wealth Management's Everbridge, Inc. Common Stock position peaked at $347K in Q1 2023.
1 fund tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2024.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.