SWM
EVBG

Selective Wealth Management’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Selective Wealth Management’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
2024
Q2 		– Sell
-125,222
Closed -$4.37M – 107
2024
Q1 		$4.37M Sell
125,222
-5,851
-4% -$165K 1.9% 13
2023
Q4 		$2.85M Sell
131,073
-17,110
-12% -$369K 1.44% 17
2023
Q3 		$3.29M Sell
148,183
-11,505
-7% -$297K 1.81% 16
2023
Q2 		$4.33M Buy
+159,688
New +$4.31M 2.16% 14
2022
Q4 		$5.01M Sell
168,021
-30,921
-16% -$948K 2.64% 9
2022
Q3 		$6.14M Buy
198,942
+418
+0.2% +$13.7K 2.63% 11
2022
Q2 		$5.54M Sell
198,524
-1,521
-0.8% -$61.6K 1.97% 16
2022
Q1 		$8.73M Buy
+200,045
New +$9.45M 3.16% 11

Other funds holding EVBG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's EVBG Position: Q2 2024 in Review

Selective Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2024, closing a stake of 125,222 shares — an estimated $4.37M sold.

Selective Wealth Management first reported a position in EVBG in Q1 2022 and held it in 8 quarters. The position peaked at $8.73M in Q1 2022. 154 funds tracked by Wall St. Rank hold EVBG as of Q2 2024.

  • Selective Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Selective Wealth Management sold 125,222 Everbridge, Inc. Common Stock shares in Q2 2024, an estimated $4.37M.
  • Selective Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q1 2022 and held it in 8 quarters.
  • Selective Wealth Management's Everbridge, Inc. Common Stock position peaked at $8.73M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2024.

Based on Selective Wealth Management's 13F filing for Q2 2024, filed 10 Jul 2024.