VNA
EVBG

Valley National Advisers’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Valley National Advisers’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
Q4 		– Sell
-25
Closed -$1K – 1291
2023
Q3 		$1K Buy
+25
New +$645 ﹤0.01% 1053

Other funds holding EVBG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Valley National Advisers's EVBG Position: Q4 2023 in Review

Valley National Advisers sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2023, closing a stake of 25 shares — an estimated $1K sold.

Valley National Advisers first reported a position in EVBG in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 176 funds tracked by Wall St. Rank hold EVBG as of Q4 2023.

  • Valley National Advisers reported no remaining Everbridge, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Valley National Advisers sold 25 Everbridge, Inc. Common Stock shares in Q4 2023, an estimated $1K.
  • Valley National Advisers first reported a position in Everbridge, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Valley National Advisers's Everbridge, Inc. Common Stock position peaked at $1K in Q3 2023.
  • 176 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.