CWA
EVBG

Clearview Wealth Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Clearview Wealth Advisors’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
-50
Closed -$2K – 660
2022
Q3 		$2K Hold
50
– – ﹤0.01% 508
2022
Q2 		$1K Hold
50
– – ﹤0.01% 571
2022
Q1 		$2K Hold
50
– – ﹤0.01% 545
2021
Q4 		$3K Hold
50
– – ﹤0.01% 572
2021
Q3 		$8K Hold
50
– – 0.01% 457
2021
Q2 		$7K Hold
50
– – ﹤0.01% 484
2021
Q1 		$6K Hold
50
– – ﹤0.01% 475
2020
Q4 		$7K Buy
+50
New +$6.39K ﹤0.01% 424

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearview Wealth Advisors's EVBG Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Clearview Wealth Advisors first reported a position in EVBG in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 218 funds tracked by Wall St. Rank hold EVBG as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Everbridge, Inc. Common Stock shares in Q4 2022, an estimated $2K.
  • Clearview Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $8K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.