LPL Financial
EVBG

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

LPL Financial’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
Q1 		– Sell
-14,482
Closed -$352K – 5056
2023
Q4 		$352K Sell
14,482
-3,032
-17% -$65.4K ﹤0.01% 3963
2023
Q3 		$393K Sell
17,514
-14,343
-45% -$370K ﹤0.01% 3680
2023
Q2 		$857K Sell
31,857
-3,751
-11% -$101K ﹤0.01% 2975
2023
Q1 		$1.23M Buy
35,608
+19,330
+119% +$618K ﹤0.01% 2577
2022
Q4 		$482K Buy
16,278
+2,367
+17% +$72.6K ﹤0.01% 3275
2022
Q3 		$430K Buy
13,911
+6,327
+83% +$208K ﹤0.01% 3294
2022
Q2 		$212K Sell
7,584
-187
-2% -$7.58K ﹤0.01% 3902
2022
Q1 		$339K Sell
7,771
-1,234
-14% -$58.3K ﹤0.01% 3492
2021
Q4 		$606K Buy
9,005
+587
+7% +$71K ﹤0.01% 3110
2021
Q3 		$1.27M Buy
8,418
+1,224
+17% +$181K ﹤0.01% 2428
2021
Q2 		$979K Buy
7,194
+799
+12% +$99.9K ﹤0.01% 2581
2021
Q1 		$775K Sell
6,395
-439
-6% -$61.7K ﹤0.01% 2634
2020
Q4 		$1.02M Buy
6,834
+1,134
+20% +$145K ﹤0.01% 2164
2020
Q3 		$717K Buy
5,700
+513
+10% +$69.6K ﹤0.01% 2186
2020
Q2 		$718K Buy
5,187
+1,731
+50% +$225K ﹤0.01% 2097
2020
Q1 		$368K Buy
3,456
+368
+12% +$36.1K ﹤0.01% 2323
2019
Q4 		$241K Sell
3,088
-10,076
-77% -$778K ﹤0.01% 2953
2019
Q3 		$812K Buy
13,164
+9,748
+285% +$827K ﹤0.01% 1880
2019
Q2 		$305K Sell
3,416
-4,285
-56% -$338K ﹤0.01% 2687
2019
Q1 		$578K Buy
+7,701
New +$503K ﹤0.01% 2106

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

LPL Financial's EVBG Position: Q1 2024 in Review

LPL Financial sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2024, closing a stake of 14,482 shares — an estimated $352K sold.

LPL Financial first reported a position in EVBG in Q1 2019 and held it in 20 quarters. The position peaked at $1.27M in Q3 2021. 179 funds tracked by Wall St. Rank hold EVBG as of Q1 2024.

  • LPL Financial reported no remaining Everbridge, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 14,482 Everbridge, Inc. Common Stock shares in Q1 2024, an estimated $352K.
  • LPL Financial first reported a position in Everbridge, Inc. Common Stock in Q1 2019 and held it in 20 quarters.
  • LPL Financial's Everbridge, Inc. Common Stock position peaked at $1.27M in Q3 2021.
  • 179 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.