TCI Wealth Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-163	Closed	-$5.65K	–	2402
2023 Q1	$5.65K	Buy	163 +57	+54%	+$1.82K	﹤0.01%	1446
2022 Q4	$3.13K	Sell	106 -199	-65%	-$6.1K	﹤0.01%	1838
2022 Q3	$9K	Sell	305 -73	-19%	-$2.4K	﹤0.01%	1114
2022 Q2	$11K	Buy	378 +356	+1,618%	+$14.4K	﹤0.01%	981
2022 Q1	$1K	Buy	22 +7	+47%	+$331	﹤0.01%	2176
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	2264
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	2196
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	2131
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	1951
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	1299
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	1210
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	1158
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	1138
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	1472
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	1422
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	1348
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	1345
2018 Q4	$1K	Buy	+15	New	+$779	﹤0.01%	1356

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

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

FAM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors's EVBG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2023, closing a stake of 163 shares — an estimated $5.65K sold.

TCI Wealth Advisors first reported a position in EVBG in Q4 2018 and held it in 18 quarters. The position peaked at $11K in Q2 2022. 185 funds tracked by Wall St. Rank hold EVBG as of Q2 2023.

TCI Wealth Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 163 Everbridge, Inc. Common Stock shares in Q2 2023, an estimated $5.65K.
TCI Wealth Advisors first reported a position in Everbridge, Inc. Common Stock in Q4 2018 and held it in 18 quarters.
TCI Wealth Advisors's Everbridge, Inc. Common Stock position peaked at $11K in Q2 2022.
185 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.