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

Valmark 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
2021 Q4	–	Sell	-5,074	Closed	-$766K	–	423
2021 Q3	$766K	Buy	5,074 +127	+3%	+$18.8K	0.01%	225
2021 Q2	$673K	Buy	4,947 +176	+4%	+$22K	0.01%	244
2021 Q1	$578K	Sell	4,771 -1,832	-28%	-$258K	0.01%	254
2020 Q4	$984K	Buy	6,603 +586	+10%	+$74.9K	0.02%	171
2020 Q3	$757K	Buy	6,017 +1,817	+43%	+$246K	0.02%	151
2020 Q2	$581K	Buy	+4,200	New	+$546K	0.01%	157

Other funds holding EVBG

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

FAM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCH

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers's EVBG Position: Q4 2021 in Review

Valmark Advisers sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 5,074 shares — an estimated $766K sold.

Valmark Advisers first reported a position in EVBG in Q2 2020 and held it in 6 quarters. The position peaked at $984K in Q4 2020. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

Valmark Advisers reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Valmark Advisers sold 5,074 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $766K.
Valmark Advisers first reported a position in Everbridge, Inc. Common Stock in Q2 2020 and held it in 6 quarters.
Valmark Advisers's Everbridge, Inc. Common Stock position peaked at $984K in Q4 2020.
268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Valmark Advisers's 13F filing for Q4 2021, filed 2 Feb 2022.