GJIA
EVBG

Glass Jacobson Investment Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-12
Closed -$270 – 839
2023
Q3 		$270 Sell
12
-4
-25% -$103 ﹤0.01% 781
2023
Q2 		$431 Buy
+16
New +$431 ﹤0.01% 765
2022
Q4 		$473 Buy
+16
New +$491 ﹤0.01% 795

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
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Glass Jacobson Investment Advisors's EVBG Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 12 shares — an estimated $270 sold.

Glass Jacobson Investment Advisors first reported a position in EVBG in Q4 2022 and held it in 3 quarters. The position peaked at $473 in Q4 2022. 176 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 12 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $270.
  • Glass Jacobson Investment Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Everbridge, Inc. Common Stock position peaked at $473 in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.