Valeo Financial Advisors’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-29	Closed	-$4K	–	1938
2021 Q1	$4K	Sell	29 -21	-42%	-$2.95K	﹤0.01%	1656
2020 Q4	$7K	Hold	50	–	–	﹤0.01%	1301
2020 Q3	$6K	Hold	50	–	–	﹤0.01%	1225
2020 Q2	$7K	Hold	50	–	–	﹤0.01%	1423
2020 Q1	$5K	Sell	50 -72	-59%	-$7.07K	﹤0.01%	1324
2019 Q4	$10K	Hold	122	–	–	﹤0.01%	1122
2019 Q3	$8K	Hold	122	–	–	﹤0.01%	1099
2019 Q2	$11K	Sell	122 -4	-3%	-$316	﹤0.01%	1009
2019 Q1	$9K	Sell	126 -26	-17%	-$1.7K	﹤0.01%	1009
2018 Q4	$9K	Hold	152	–	–	﹤0.01%	924
2018 Q3	$8K	Hold	152	–	–	﹤0.01%	1061
2018 Q2	$8K	Hold	152	–	–	﹤0.01%	1031
2018 Q1	$6K	Sell	152 -15	-9%	-$502	﹤0.01%	1101
2017 Q4	$5K	Hold	167	–	–	﹤0.01%	1037
2017 Q3	$4K	Buy	+167	New	+$3.91K	﹤0.01%	931

Other funds holding EVBG

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's EVBG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2021, closing a stake of 29 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in EVBG in Q3 2017 and held it in 15 quarters. The position peaked at $11K in Q2 2019. 286 funds tracked by Wall St. Rank hold EVBG as of Q2 2021.

Valeo Financial Advisors reported no remaining Everbridge, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 29 Everbridge, Inc. Common Stock shares in Q2 2021, an estimated $4K.
Valeo Financial Advisors first reported a position in Everbridge, Inc. Common Stock in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Everbridge, Inc. Common Stock position peaked at $11K in Q2 2019.
286 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.