EWA
EVBG

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

EverSource Wealth 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
2024
Q2 		– Sell
-61
Closed -$2.12K – 3168
2024
Q1 		$2.12K Hold
61
– – ﹤0.01% 2365
2023
Q4 		$1.48K Buy
+61
New +$1.31K ﹤0.01% 2272
2022
Q4 		– Sell
-44
Closed -$1K – 2451
2022
Q3 		$1K Buy
+44
New +$1.44K ﹤0.01% 1940
2022
Q2 		– Sell
-81
Closed -$4K – 1924
2022
Q1 		$4K Hold
81
– – ﹤0.01% 1377
2021
Q4 		$5K Buy
+81
New +$9.79K ﹤0.01% 1292

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

EverSource Wealth Advisors's EVBG Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 61 shares — an estimated $2.12K sold.

EverSource Wealth Advisors first reported a position in EVBG in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 61 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $2.12K.
  • EverSource Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
  • EverSource Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $5K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.