Spearhead Capital Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Spearhead Capital 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 Q1	–	Sell	-3,824	Closed	-$257K	–	233
2021 Q4	$257K	Buy	3,824 +337	+10%	+$40.8K	0.03%	159
2021 Q3	$527K	Buy	3,487 +246	+8%	+$36.4K	0.07%	90
2021 Q2	$441K	Buy	3,241 +379	+13%	+$47.4K	0.06%	130
2021 Q1	$347K	Buy	2,862 +598	+26%	+$84.1K	0.05%	127
2020 Q4	$337K	Buy	2,264 +84	+4%	+$10.7K	0.05%	131
2020 Q3	$274K	Buy	2,180 +126	+6%	+$17.1K	0.05%	144
2020 Q2	$284K	Buy	+2,054	New	+$267K	0.06%	111

Other funds holding EVBG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Spearhead Capital Advisors's EVBG Position: Q1 2022 in Review

Spearhead Capital Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2022, closing a stake of 3,824 shares — an estimated $257K sold.

Spearhead Capital Advisors first reported a position in EVBG in Q2 2020 and held it in 7 quarters. The position peaked at $527K in Q3 2021. 236 funds tracked by Wall St. Rank hold EVBG as of Q1 2022.

Spearhead Capital Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 3,824 Everbridge, Inc. Common Stock shares in Q1 2022, an estimated $257K.
Spearhead Capital Advisors first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 7 quarters.
Spearhead Capital Advisors's Everbridge, Inc. Common Stock position peaked at $527K in Q3 2021.
236 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2022.

Based on Spearhead Capital Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.