LFA
EVBG

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

Legacy Financial 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
2019
Q2 		– Sell
-161
Closed -$12K – 951
2019
Q1 		$12K Buy
+161
New +$10.5K ﹤0.01% 586

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Legacy Financial Advisors's EVBG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2019, closing a stake of 161 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in EVBG in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 231 funds tracked by Wall St. Rank hold EVBG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 161 Everbridge, Inc. Common Stock shares in Q2 2019, an estimated $12K.
  • Legacy Financial Advisors first reported a position in Everbridge, Inc. Common Stock in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Everbridge, Inc. Common Stock position peaked at $12K in Q1 2019.
  • 231 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.