Creative Planning’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Creative Planning’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 Q2	–	Sell	-15	Closed	-$521	–	2876
2023 Q1	$521	Buy	+15	New	+$479	﹤0.01%	2578
2017 Q3	–	Sell	-787	Closed	-$19K	–	3858
2017 Q2	$19K	Hold	787	–	–	﹤0.01%	3228
2017 Q1	$16K	Sell	787 -13,500	-94%	-$255K	﹤0.01%	3297
2016 Q4	$264K	Buy	+14,287	New	+$233K	﹤0.01%	1257

Other funds holding EVBG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Creative Planning's EVBG Position: Q2 2023 in Review

Creative Planning sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2023, closing a stake of 15 shares — an estimated $521 sold.

Creative Planning first reported a position in EVBG in Q4 2016 and held it in 4 quarters. The position peaked at $264K in Q4 2016. 184 funds tracked by Wall St. Rank hold EVBG as of Q2 2023.

Creative Planning reported no remaining Everbridge, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 15 Everbridge, Inc. Common Stock shares in Q2 2023, an estimated $521.
Creative Planning first reported a position in Everbridge, Inc. Common Stock in Q4 2016 and held it in 4 quarters.
Creative Planning's Everbridge, Inc. Common Stock position peaked at $264K in Q4 2016.
184 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.