SQA
EVBG

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

Simon Quick 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
2022
Q2 		– Sell
-255
Closed -$11K – 414
2022
Q1 		$11K Sell
255
-108
-30% -$5.1K ﹤0.01% 298
2021
Q4 		$24K Sell
363
-217
-37% -$26.2K 0.01% 274
2021
Q3 		$87K Buy
580
+217
+60% +$32.1K 0.02% 189
2021
Q2 		$49K Hold
363
– – 0.01% 251
2021
Q1 		$43K Hold
363
– – 0.01% 282
2020
Q4 		$54K Buy
+363
New +$46.4K 0.02% 204

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
KHCM
Kettle Hill Capital Management New York $399M AUM 10.05% 1-Year Est. Return

Simon Quick Advisors's EVBG Position: Q2 2022 in Review

Simon Quick Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2022, closing a stake of 255 shares — an estimated $11K sold.

Simon Quick Advisors first reported a position in EVBG in Q4 2020 and held it in 6 quarters. The position peaked at $87K in Q3 2021. 214 funds tracked by Wall St. Rank hold EVBG as of Q2 2022.

  • Simon Quick Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Simon Quick Advisors sold 255 Everbridge, Inc. Common Stock shares in Q2 2022, an estimated $11K.
  • Simon Quick Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2020 and held it in 6 quarters.
  • Simon Quick Advisors's Everbridge, Inc. Common Stock position peaked at $87K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.