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

NewEdge 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	Closed	-$269	–	3688
2023 Q2	$269	Buy	+10	New	+$270	﹤0.01%	3363
2020 Q2	–	Sell	-2,064	Closed	-$220K	–	951
2020 Q1	$220K	Buy	+2,064	New	+$203K	0.01%	683
2019 Q4	–	Sell	-5,064	Closed	-$355K	–	877
2019 Q3	$355K	Buy	+5,064	New	+$429K	0.02%	598

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

NewEdge Advisors's EVBG Position: Q3 2023 in Review

NewEdge Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2023, closing a stake of 10 shares — an estimated $269 sold.

NewEdge Advisors first reported a position in EVBG in Q3 2019 and held it in 3 quarters. The position peaked at $355K in Q3 2019. 176 funds tracked by Wall St. Rank hold EVBG as of Q3 2023.

NewEdge Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
NewEdge Advisors sold 10 Everbridge, Inc. Common Stock shares in Q3 2023, an estimated $269.
NewEdge Advisors first reported a position in Everbridge, Inc. Common Stock in Q3 2019 and held it in 3 quarters.
NewEdge Advisors's Everbridge, Inc. Common Stock position peaked at $355K in Q3 2019.
176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.