Steward Partners Investment Advisory’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-200	Closed	-$5.92K	–	3443
2022 Q4	$5.92K	Hold	200	–	–	﹤0.01%	2713
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	2730
2022 Q2	$6K	Sell	200 -3,126	-94%	-$127K	﹤0.01%	2732
2022 Q1	$145K	Buy	3,326 +2,626	+375%	+$124K	﹤0.01%	1437
2021 Q4	$47K	Buy	700 +300	+75%	+$36.3K	﹤0.01%	1958
2021 Q3	$60K	Sell	400 -1,219	-75%	-$180K	﹤0.01%	1799
2021 Q2	$220K	Hold	1,619	–	–	﹤0.01%	1470
2021 Q1	$196K	Buy	1,619 +867	+115%	+$122K	﹤0.01%	1312
2020 Q4	$112K	Hold	752	–	–	﹤0.01%	1319
2020 Q3	$95K	Sell	752 -209	-22%	-$28.4K	﹤0.01%	1243
2020 Q2	$133K	Buy	961 +761	+381%	+$98.9K	﹤0.01%	1027
2020 Q1	$21K	Hold	200	–	–	﹤0.01%	1601
2019 Q4	$15K	Buy	+200	New	+$15.4K	﹤0.01%	1876

Other funds holding EVBG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FAM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Steward Partners Investment Advisory's EVBG Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Everbridge, Inc. Common Stock (EVBG) in Q1 2023, closing a stake of 200 shares — an estimated $5.92K sold.

Steward Partners Investment Advisory first reported a position in EVBG in Q4 2019 and held it in 13 quarters. The position peaked at $220K in Q2 2021. 210 funds tracked by Wall St. Rank hold EVBG as of Q1 2023.

Steward Partners Investment Advisory reported no remaining Everbridge, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Everbridge, Inc. Common Stock shares in Q1 2023, an estimated $5.92K.
Steward Partners Investment Advisory first reported a position in Everbridge, Inc. Common Stock in Q4 2019 and held it in 13 quarters.
Steward Partners Investment Advisory's Everbridge, Inc. Common Stock position peaked at $220K in Q2 2021.
210 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.