LWCFA
EVBG

Loring Wolcott & Coolidge Fiduciary Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q2 		– Sell
-5,000
Closed -$174K – 589
2024
Q1 		$174K Hold
5,000
– – ﹤0.01% 284
2023
Q4 		$112K Hold
5,000
– – ﹤0.01% 337
2023
Q3 		$104K Sell
5,000
-720
-13% -$18.6K ﹤0.01% 352
2023
Q2 		$154K Hold
5,720
– – ﹤0.01% 317
2023
Q1 		$198K Sell
5,720
-7,110
-55% -$227K ﹤0.01% 280
2022
Q4 		$380K Hold
12,830
– – ﹤0.01% 224
2022
Q3 		$396K Hold
12,830
– – 0.01% 216
2022
Q2 		$358K Hold
12,830
– – ﹤0.01% 235
2022
Q1 		$560K Sell
12,830
-685
-5% -$32.4K 0.01% 202
2021
Q4 		$910K Sell
13,515
-640
-5% -$77.4K 0.01% 186
2021
Q3 		$2.14M Sell
14,155
-1,568
-10% -$232K 0.02% 120
2021
Q2 		$2.14M Sell
15,723
-477
-3% -$59.6K 0.02% 123
2021
Q1 		$1.96M Sell
16,200
-67
-0.4% -$9.42K 0.02% 120
2020
Q4 		$2.42M Sell
16,267
-1,435
-8% -$183K 0.03% 107
2020
Q3 		$2.23M Hold
17,702
– – 0.03% 108
2020
Q2 		$2.45M Sell
17,702
-7,620
-30% -$990K 0.03% 102
2020
Q1 		$2.69M Sell
25,322
-2,505
-9% -$246K 0.05% 91
2019
Q4 		$2.17M Sell
27,827
-989
-3% -$76.4K 0.03% 114
2019
Q3 		$1.78M Sell
28,816
-8
-0% -$678 0.03% 121
2019
Q2 		$2.58M Sell
28,824
-2,584
-8% -$204K 0.04% 107
2019
Q1 		$2.36M Sell
31,408
-6,252
-17% -$408K 0.04% 111
2018
Q4 		$2.14M Sell
37,660
-458
-1% -$23.8K 0.04% 110
2018
Q3 		$2.2M Buy
38,118
+15,755
+70% +$850K 0.03% 120
2018
Q2 		$1.06M Sell
22,363
-4,937
-18% -$210K 0.02% 156
2018
Q1 		$999K Buy
27,300
+5,113
+23% +$171K 0.02% 162
2017
Q4 		$659K Buy
22,187
+9,739
+78% +$265K 0.01% 189
2017
Q3 		$329K Buy
+12,448
New +$291K 0.01% 234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EVBG Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 5,000 shares — an estimated $174K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EVBG in Q3 2017 and held it in 27 quarters. The position peaked at $2.69M in Q1 2020. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 5,000 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $174K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Everbridge, Inc. Common Stock in Q3 2017 and held it in 27 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Everbridge, Inc. Common Stock position peaked at $2.69M in Q1 2020.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.