CA
EVBG

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

Crewe 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
2023
Q1 		– Sell
-34
Closed -$1.01K – 1057
2022
Q4 		$1.01K Sell
34
-118
-78% -$3.62K ﹤0.01% 921
2022
Q3 		$5K Buy
152
+38
+33% +$1.25K ﹤0.01% 864
2022
Q2 		$3K Buy
+114
New +$4.62K ﹤0.01% 940

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Crewe Advisors's EVBG Position: Q1 2023 in Review

Crewe Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2023, closing a stake of 34 shares — an estimated $1.01K sold.

Crewe Advisors first reported a position in EVBG in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 210 funds tracked by Wall St. Rank hold EVBG as of Q1 2023.

  • Crewe Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Crewe Advisors sold 34 Everbridge, Inc. Common Stock shares in Q1 2023, an estimated $1.01K.
  • Crewe Advisors first reported a position in Everbridge, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's Everbridge, Inc. Common Stock position peaked at $5K in Q3 2022.
  • 210 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.