PFGIA
EVBG

Patriot Financial Group Insurance Agency’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-5,618
Closed -$849K – 2289
2021
Q3 		$849K Hold
5,618
– – 0.15% 147
2021
Q2 		$764K Buy
5,618
+360
+7% +$45K 0.14% 159
2021
Q1 		$637K Buy
5,258
+258
+5% +$36.3K 0.15% 159
2020
Q4 		$745K Buy
+5,000
New +$639K 0.19% 117

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EVBG Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 5,618 shares — an estimated $849K sold.

Patriot Financial Group Insurance Agency first reported a position in EVBG in Q4 2020 and held it in 4 quarters. The position peaked at $849K in Q3 2021. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,618 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $849K.
  • Patriot Financial Group Insurance Agency first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Everbridge, Inc. Common Stock position peaked at $849K in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.