CWP
EVBG

Concord Wealth Partners’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Concord Wealth Partners’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
-25
Closed -$4K – 1072
2020
Q4 		$4K Buy
+25
New +$3.2K ﹤0.01% 447

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SCH
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FAM
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Bank of New York Mellon
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Massachusetts Financial Services
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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

Concord Wealth Partners's EVBG Position: Q1 2021 in Review

Concord Wealth Partners sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2021, closing a stake of 25 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in EVBG in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 305 funds tracked by Wall St. Rank hold EVBG as of Q1 2021.

  • Concord Wealth Partners reported no remaining Everbridge, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 25 Everbridge, Inc. Common Stock shares in Q1 2021, an estimated $4K.
  • Concord Wealth Partners first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Concord Wealth Partners's Everbridge, Inc. Common Stock position peaked at $4K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2021.

Based on Concord Wealth Partners's 13F filing for Q1 2021, filed 13 May 2021.