EI
EVBG

Ellevest Inc’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Ellevest Inc’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
-73
Closed -$2.53K – 1751
2023
Q1 		$2.53K Hold
73
– – ﹤0.01% 1398
2022
Q4 		$2.16K Buy
+73
New +$2.24K ﹤0.01% 1374
2022
Q3 		– Sell
-17
Closed – – 1921
2022
Q2 		$0 Sell
17
-4
-19% -$162 ﹤0.01% 1763
2022
Q1 		$1K Buy
+21
New +$992 ﹤0.01% 1365
2021
Q2 		– Sell
-28
Closed -$3K – 1445
2021
Q1 		$3K Buy
28
+4
+17% +$562 ﹤0.01% 1022
2020
Q4 		$4K Buy
24
+1
+4% +$128 ﹤0.01% 883
2020
Q3 		$3K Buy
23
+12
+109% +$1.63K ﹤0.01% 864
2020
Q2 		$2K Hold
11
– – ﹤0.01% 927
2020
Q1 		$1K Buy
+11
New +$1.08K ﹤0.01% 1019

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's EVBG Position: Q2 2023 in Review

Ellevest Inc sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2023, closing a stake of 73 shares — an estimated $2.53K sold.

Ellevest Inc first reported a position in EVBG in Q1 2020 and held it in 9 quarters. The position peaked at $4K in Q4 2020. 185 funds tracked by Wall St. Rank hold EVBG as of Q2 2023.

  • Ellevest Inc reported no remaining Everbridge, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 73 Everbridge, Inc. Common Stock shares in Q2 2023, an estimated $2.53K.
  • Ellevest Inc first reported a position in Everbridge, Inc. Common Stock in Q1 2020 and held it in 9 quarters.
  • Ellevest Inc's Everbridge, Inc. Common Stock position peaked at $4K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.