IA
EVBG

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
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