OPS
EVBG

Orion Portfolio Solutions’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-2
Closed – – 2166
2020
Q2 		$0 Buy
+2
New +$260 ﹤0.01% 2516
2020
Q1 		– Sell
-70
Closed -$5K – 2384
2019
Q4 		$5K Buy
+70
New +$5.41K ﹤0.01% 1288

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Orion Portfolio Solutions's EVBG Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Everbridge, Inc. Common Stock (EVBG) in Q3 2020, closing a stake of 2 shares.

Orion Portfolio Solutions first reported a position in EVBG in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 294 funds tracked by Wall St. Rank hold EVBG as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Everbridge, Inc. Common Stock position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2 Everbridge, Inc. Common Stock shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Everbridge, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Everbridge, Inc. Common Stock position peaked at $5K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.