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

IFP 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	-11	Closed	-$247	–	3397
2023 Q3	$247	Buy	+11	New	+$284	﹤0.01%	3169
2022 Q4	–	Sell	-33	Closed	-$2K	–	4882
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	4445
2022 Q2	$2K	Hold	33	–	–	﹤0.01%	4228
2022 Q1	$2K	Buy	+33	New	+$1.56K	﹤0.01%	4226
2021 Q1	–	Sell	-734	Closed	-$103K	–	3268
2020 Q4	$107K	Buy	734 +69	+10%	+$8.82K	﹤0.01%	1105
2020 Q3	$84K	Buy	665 +32	+5%	+$4.34K	0.01%	1074
2020 Q2	$86K	Sell	633 -2	-0.3%	-$260	0.01%	981
2020 Q1	$71K	Buy	+635	New	+$62.3K	0.01%	971
2017 Q2	–	Sell	-300	Closed	-$6K	–	4244
2017 Q1	$6K	Hold	300	–	–	﹤0.01%	3232
2016 Q4	$6K	Sell	300 -5,000	-94%	-$81.6K	﹤0.01%	3223
2016 Q3	$89K	Buy	+5,300	New	+$87.3K	﹤0.01%	1444

Other funds holding EVBG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

IFP Advisors's EVBG Position: Q4 2023 in Review

IFP Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 11 shares — an estimated $247 sold.

IFP Advisors first reported a position in EVBG in Q3 2016 and held it in 11 quarters. The position peaked at $107K in Q4 2020. 175 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

IFP Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 11 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $247.
IFP Advisors first reported a position in Everbridge, Inc. Common Stock in Q3 2016 and held it in 11 quarters.
IFP Advisors's Everbridge, Inc. Common Stock position peaked at $107K in Q4 2020.
175 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.