SFS
EVBG

Sowell Financial Services’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Sowell Financial 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
Q2 		– Sell
-468
Closed -$53K – 2899
2021
Q1 		$53K Sell
468
-214
-31% -$30.1K ﹤0.01% 1637
2020
Q4 		$102K Buy
682
+9
+1% +$1.15K ﹤0.01% 1147
2020
Q3 		$85K Buy
673
+172
+34% +$23.3K ﹤0.01% 1034
2020
Q2 		$69K Buy
501
+41
+9% +$5.33K ﹤0.01% 1084
2020
Q1 		$49K Buy
460
+92
+25% +$9.03K ﹤0.01% 1074
2019
Q4 		$29K Sell
368
-4
-1% -$309 ﹤0.01% 1317
2019
Q3 		$23K Buy
+372
New +$31.5K ﹤0.01% 1238

Other funds holding EVBG

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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 $30B AUM 76.99% 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 $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's EVBG Position: Q2 2021 in Review

Sowell Financial Services sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2021, closing a stake of 468 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in EVBG in Q3 2019 and held it in 7 quarters. The position peaked at $102K in Q4 2020. 286 funds tracked by Wall St. Rank hold EVBG as of Q2 2021.

  • Sowell Financial Services reported no remaining Everbridge, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 468 Everbridge, Inc. Common Stock shares in Q2 2021, an estimated $53K.
  • Sowell Financial Services first reported a position in Everbridge, Inc. Common Stock in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Everbridge, Inc. Common Stock position peaked at $102K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.