FGAM
EVBG

Financial Gravity Asset Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Financial Gravity Asset Management’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
Q3 		– Sell
-27
Closed -$456 – 1820
2023
Q2 		$456 Sell
27
-8
-23% -$216 ﹤0.01% 1017
2023
Q1 		$1 Buy
35
+5
+17% +$160 ﹤0.01% 1100
2022
Q4 		$230 Buy
+30
New +$920 ﹤0.01% 913

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Financial Gravity Asset Management's EVBG Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2023, closing a stake of 27 shares — an estimated $456 sold.

Financial Gravity Asset Management first reported a position in EVBG in Q4 2022 and held it in 3 quarters. The position peaked at $456 in Q2 2023. 176 funds tracked by Wall St. Rank hold EVBG as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Everbridge, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 27 Everbridge, Inc. Common Stock shares in Q3 2023, an estimated $456.
  • Financial Gravity Asset Management first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's Everbridge, Inc. Common Stock position peaked at $456 in Q2 2023.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.