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

Glassman Wealth Services’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 Q3	–	Sell	-5	Closed	–	–	2057
2022 Q2	$0	Sell	5 -1	-17%	-$41	﹤0.01%	2079
2022 Q1	$0	Sell	6 -4	-40%	-$189	﹤0.01%	2017
2021 Q4	$1K	Buy	+10	New	+$1.21K	﹤0.01%	1569
2020 Q4	–	Sell	-4	Closed	-$1K	–	1558
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	1275
2020 Q2	$1K	Buy	+4	New	+$520	﹤0.01%	1154
2019 Q3	–	Sell	-3	Closed	–	–	1437
2019 Q2	$0	Buy	+3	New	+$237	﹤0.01%	1428

Other funds holding EVBG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Glassman Wealth Services's EVBG Position: Q3 2022 in Review

Glassman Wealth Services sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2022, closing a stake of 5 shares.

Glassman Wealth Services first reported a position in EVBG in Q2 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 217 funds tracked by Wall St. Rank hold EVBG as of Q3 2022.

Glassman Wealth Services reported no remaining Everbridge, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Glassman Wealth Services sold 5 Everbridge, Inc. Common Stock shares in Q3 2022.
Glassman Wealth Services first reported a position in Everbridge, Inc. Common Stock in Q2 2019 and held it in 6 quarters.
Glassman Wealth Services's Everbridge, Inc. Common Stock position peaked at $1K in Q4 2021.
217 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.