SWM
EVBG

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

Spire 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
2021
Q2 		– Sell
-10
Closed -$1K – 3037
2021
Q1 		$1K Buy
+10
New +$1.41K ﹤0.01% 2965

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Spire Wealth Management's EVBG Position: Q2 2021 in Review

Spire Wealth Management sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in EVBG in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 286 funds tracked by Wall St. Rank hold EVBG as of Q2 2021.

  • Spire Wealth Management reported no remaining Everbridge, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 10 Everbridge, Inc. Common Stock shares in Q2 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in Everbridge, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Everbridge, Inc. Common Stock position peaked at $1K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.