PWPS
EVBG

Pinnacle Wealth Planning Services’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-6
Closed -$1K – 2080
2020
Q4 		$1K Buy
+6
New +$767 ﹤0.01% 2209

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 $5.72T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 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 $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVBG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in EVBG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 305 funds tracked by Wall St. Rank hold EVBG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Everbridge, Inc. Common Stock position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 6 Everbridge, Inc. Common Stock shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Everbridge, Inc. Common Stock position peaked at $1K in Q4 2020.
  • 305 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.