Motive Wealth Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Motive 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
2022 Q1	–	Sell	-5,737	Closed	-$386K	–	87
2021 Q4	$386K	Sell	5,737 -143	-2%	-$17.3K	0.23%	62
2021 Q3	$888K	Sell	5,880 -32	-0.5%	-$4.74K	0.6%	36
2021 Q2	$805K	Buy	+5,912	New	+$739K	0.58%	43

Other funds holding EVBG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $298B AUM 21.96% 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

Motive Wealth Advisors's EVBG Position: Q1 2022 in Review

Motive Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 5,737 shares — an estimated $386K sold.

Motive Wealth Advisors first reported a position in EVBG in Q2 2021 and held it in 3 quarters. The position peaked at $888K in Q3 2021. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Motive Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Motive Wealth Advisors sold 5,737 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $386K.
Motive Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q2 2021 and held it in 3 quarters.
Motive Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $888K in Q3 2021.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Motive Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.