Cresset Asset Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Cresset Asset 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	-21,171	Closed	-$741K	–	2260
2024 Q2	$741K	Sell	21,171 -6,394	-23%	-$222K	﹤0.01%	1236
2024 Q1	$960K	Buy	27,565 +233	+0.9%	+$6.56K	﹤0.01%	1005
2023 Q4	$664K	Buy	27,332 +419	+2%	+$9.03K	﹤0.01%	1075
2023 Q3	$603K	Buy	26,913 +591	+2%	+$15.2K	﹤0.01%	1086
2023 Q2	$708K	Buy	+26,322	New	+$710K	﹤0.01%	1095
2022 Q1	–	Sell	-6,379	Closed	-$430K	–	1175
2021 Q4	$430K	Buy	6,379 +1,387	+28%	+$168K	﹤0.01%	744
2021 Q3	$754K	Buy	4,992 +1,457	+41%	+$216K	0.01%	478
2021 Q2	$481K	Buy	3,535 +1,756	+99%	+$220K	0.01%	577
2021 Q1	$216K	Buy	+1,779	New	+$250K	﹤0.01%	831

Other funds holding EVBG

BTI

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

Cresset Asset Management's EVBG Position: Q3 2024 in Review

Cresset Asset Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2024, closing a stake of 21,171 shares — an estimated $741K sold.

Cresset Asset Management first reported a position in EVBG in Q1 2021 and held it in 9 quarters. The position peaked at $960K in Q1 2024. 1 fund tracked by Wall St. Rank holds EVBG as of Q3 2024.

Cresset Asset Management reported no remaining Everbridge, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
Cresset Asset Management sold 21,171 Everbridge, Inc. Common Stock shares in Q3 2024, an estimated $741K.
Cresset Asset Management first reported a position in Everbridge, Inc. Common Stock in Q1 2021 and held it in 9 quarters.
Cresset Asset Management's Everbridge, Inc. Common Stock position peaked at $960K in Q1 2024.
1 fund tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2024.

Based on Cresset Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.