TL
EVBG

TrueWealth LLC’s Everbridge, Inc. Common Stock EVBG Stock Holding History

TrueWealth LLC’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
2020
Q2 		– Sell
-50
Closed -$5K – 784
2020
Q1 		$5K Hold
50
– – ﹤0.01% 561
2019
Q4 		$4K Buy
+50
New +$3.86K ﹤0.01% 616

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

TrueWealth LLC's EVBG Position: Q2 2020 in Review

TrueWealth LLC sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2020, closing a stake of 50 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in EVBG in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 299 funds tracked by Wall St. Rank hold EVBG as of Q2 2020.

  • TrueWealth LLC reported no remaining Everbridge, Inc. Common Stock position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 50 Everbridge, Inc. Common Stock shares in Q2 2020, an estimated $5K.
  • TrueWealth LLC first reported a position in Everbridge, Inc. Common Stock in Q4 2019 and held it in 2 quarters.
  • TrueWealth LLC's Everbridge, Inc. Common Stock position peaked at $5K in Q1 2020.
  • 299 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.