Winch Advisory Services’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Winch Advisory Services’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	-40	Closed	-$6K	–	510
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	321
2021 Q2	$5K	Hold	40	–	–	﹤0.01%	341
2021 Q1	$5K	Hold	40	–	–	﹤0.01%	317
2020 Q4	$6K	Hold	40	–	–	﹤0.01%	290
2020 Q3	$5K	Sell	40 -18	-31%	-$2.44K	﹤0.01%	265
2020 Q2	$8K	Buy	58 +18	+45%	+$2.34K	﹤0.01%	224
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	244
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	308
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	309
2019 Q2	$4K	Hold	40	–	–	﹤0.01%	293
2019 Q1	$3K	Hold	40	–	–	﹤0.01%	305
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	308
2018 Q3	$2K	Buy	+40	New	+$2.16K	﹤0.01%	295

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

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

SCH

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Winch Advisory Services's EVBG Position: Q4 2021 in Review

Winch Advisory Services sold out of Everbridge, Inc. Common Stock (EVBG) in Q4 2021, closing a stake of 40 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in EVBG in Q3 2018 and held it in 13 quarters. The position peaked at $8K in Q2 2020. 268 funds tracked by Wall St. Rank hold EVBG as of Q4 2021.

Winch Advisory Services reported no remaining Everbridge, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
Winch Advisory Services sold 40 Everbridge, Inc. Common Stock shares in Q4 2021, an estimated $6K.
Winch Advisory Services first reported a position in Everbridge, Inc. Common Stock in Q3 2018 and held it in 13 quarters.
Winch Advisory Services's Everbridge, Inc. Common Stock position peaked at $8K in Q2 2020.
268 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q4 2021.

Based on Winch Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.