WFA
EVBG

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

Wipfli 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
2022
Q3 		$13K Buy
+419
New +$13.8K ﹤0.01% 1763

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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM

Wipfli Financial Advisors's EVBG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Everbridge, Inc. Common Stock (EVBG) in Q3 2022: 419 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

217 funds tracked by Wall St. Rank hold EVBG as of Q3 2022.

  • Wipfli Financial Advisors held 419 shares of Everbridge, Inc. Common Stock worth $13K as of Q3 2022.
  • Everbridge, Inc. Common Stock was a new Wipfli Financial Advisors position in Q3 2022.
  • Everbridge, Inc. Common Stock made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1763 holding.
  • 217 funds tracked by Wall St. Rank held Everbridge, Inc. Common Stock as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.