Institutional & Family Asset Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Institutional & Family 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
2022 Q1	–	Sell	-9	Closed	-$1K	–	850
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	775
2021 Q3	$1K	Sell	9 -6	-40%	-$888	﹤0.01%	890
2021 Q2	$2K	Buy	15 +4	+36%	+$500	﹤0.01%	852
2021 Q1	$1K	Sell	11 -7	-39%	-$984	﹤0.01%	906
2020 Q4	$3K	Sell	18 -1	-5%	-$128	﹤0.01%	734
2020 Q3	$2K	Hold	19	–	–	﹤0.01%	743
2020 Q2	$3K	Sell	19 -6	-24%	-$780	﹤0.01%	663
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	610
2019 Q4	$2K	Buy	25 +8	+47%	+$618	﹤0.01%	773
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	811
2019 Q2	$2K	Buy	+17	New	+$1.34K	﹤0.01%	757

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAM

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Institutional & Family Asset Management's EVBG Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 9 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in EVBG in Q2 2019 and held it in 11 quarters. The position peaked at $3K in Q4 2020. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Institutional & Family Asset Management reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 9 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $1K.
Institutional & Family Asset Management first reported a position in Everbridge, Inc. Common Stock in Q2 2019 and held it in 11 quarters.
Institutional & Family Asset Management's Everbridge, Inc. Common Stock position peaked at $3K in Q4 2020.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.