CIA
EVBG

CSat Investment Advisory’s Everbridge, Inc. Common Stock EVBG Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-100
Closed -$13K – 1001
2020
Q3 		$13K Buy
100
+12
+14% +$1.63K ﹤0.01% 996
2020
Q2 		$12K Buy
+88
New +$11.4K ﹤0.01% 1001

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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

CSat Investment Advisory's EVBG Position: Q4 2020 in Review

CSat Investment Advisory sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2020, closing a stake of 100 shares — an estimated $13K sold.

CSat Investment Advisory first reported a position in EVBG in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 299 funds tracked by Wall St. Rank hold EVBG as of Q4 2020.

  • CSat Investment Advisory reported no remaining Everbridge, Inc. Common Stock position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 100 Everbridge, Inc. Common Stock shares in Q4 2020, an estimated $13K.
  • CSat Investment Advisory first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Everbridge, Inc. Common Stock position peaked at $13K in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.