EW
EVBG

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

Evoke Wealth’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
2022
Q1 		– Sell
-16
Closed -$1K – 1273
2021
Q4 		$1K Hold
16
– – ﹤0.01% 1161
2021
Q3 		$2K Hold
16
– – ﹤0.01% 1041
2021
Q2 		$2K Hold
16
– – ﹤0.01% 1084
2021
Q1 		$2K Hold
16
– – ﹤0.01% 1069
2020
Q4 		$2K Hold
16
– – ﹤0.01% 921
2020
Q3 		$2K Hold
16
– – ﹤0.01% 879
2020
Q2 		$2K Buy
+16
New +$2.08K ﹤0.01% 916

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evoke Wealth's EVBG Position: Q1 2022 in Review

Evoke Wealth sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

Evoke Wealth first reported a position in EVBG in Q2 2020 and held it in 7 quarters. The position peaked at $2K in Q3 2021. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

  • Evoke Wealth reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 16 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 7 quarters.
  • Evoke Wealth's Everbridge, Inc. Common Stock position peaked at $2K in Q3 2021.
  • 236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.