WP
EVBG

WealthPLAN Partners’s Everbridge, Inc. Common Stock EVBG Stock Holding History

WealthPLAN Partners’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
-2,758
Closed -$95.6K – 1411
2023
Q1 		$95.6K Buy
+2,758
New +$88.2K 0.01% 434

Other funds holding EVBG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's EVBG Position: Q2 2023 in Review

WealthPLAN Partners sold out of Everbridge, Inc. Common Stock (EVBG) in Q2 2023, closing a stake of 2,758 shares — an estimated $95.6K sold.

WealthPLAN Partners first reported a position in EVBG in Q1 2023 and held it in 1 quarter. The position peaked at $95.6K in Q1 2023. 184 funds tracked by Wall St. Rank hold EVBG as of Q2 2023.

  • WealthPLAN Partners reported no remaining Everbridge, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,758 Everbridge, Inc. Common Stock shares in Q2 2023, an estimated $95.6K.
  • WealthPLAN Partners first reported a position in Everbridge, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Everbridge, Inc. Common Stock position peaked at $95.6K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.