CAS
EVBG

Coppell Advisory Solutions’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		– Sell
-1,520
Closed -$45K – 1893
2023
Q3 		$45K Buy
+1,520
New +$39.2K 0.02% 343
2023
Q1 		– Sell
-1,520
Closed -$45K – 1152
2022
Q4 		$45K Buy
+1,520
New +$46.6K 0.02% 347

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Coppell Advisory Solutions's EVBG Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 1,520 shares — an estimated $45K sold.

Coppell Advisory Solutions first reported a position in EVBG in Q4 2022 and held it in 2 quarters. The position peaked at $45K in Q3 2023. 176 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,520 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $45K.
  • Coppell Advisory Solutions first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's Everbridge, Inc. Common Stock position peaked at $45K in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.