JMPWA
EVBG

JP Morgan Private Wealth Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

JP Morgan Private Wealth 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
Q3 		– Sell
-10,127
Closed -$272K – 1801
2023
Q2 		$272K Sell
10,127
-4,427
-30% -$119K ﹤0.01% 1277
2023
Q1 		$505K Buy
14,554
+3,808
+35% +$122K ﹤0.01% 1476
2022
Q4 		$318K Sell
10,746
-698
-6% -$21.4K ﹤0.01% 1636
2022
Q3 		$353K Buy
+11,444
New +$376K ﹤0.01% 1592
2022
Q2 		– Sell
-17,116
Closed -$747K – 2044
2022
Q1 		$747K Sell
17,116
-4,966
-22% -$235K ﹤0.01% 1347
2021
Q4 		$1.49M Buy
22,082
+2,650
+14% +$320K ﹤0.01% 1050
2021
Q3 		$2.94M Buy
19,432
+442
+2% +$65.4K 0.01% 748
2021
Q2 		$2.58M Buy
18,990
+12,220
+181% +$1.53M 0.01% 781
2021
Q1 		$820K Sell
6,770
-7,216
-52% -$1.01M ﹤0.01% 1130
2020
Q4 		$2.08M Buy
13,986
+10,278
+277% +$1.31M 0.01% 714
2020
Q3 		$466K Buy
3,708
+1,847
+99% +$251K ﹤0.01% 1190
2020
Q2 		$257K Buy
+1,861
New +$242K ﹤0.01% 1370
2019
Q3 		– Sell
-2,660
Closed -$238K – 1493
2019
Q2 		$238K Buy
+2,660
New +$210K ﹤0.01% 1237

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EVBG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2023, closing a stake of 10,127 shares — an estimated $272K sold.

JP Morgan Private Wealth Advisors first reported a position in EVBG in Q2 2019 and held it in 13 quarters. The position peaked at $2.94M in Q3 2021. 176 funds tracked by Wall St. Rank hold EVBG as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,127 Everbridge, Inc. Common Stock shares in Q3 2023, an estimated $272K.
  • JP Morgan Private Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q2 2019 and held it in 13 quarters.
  • JP Morgan Private Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $2.94M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.