AAM
ESMT

Advisors Asset Management’s EngageSmart, Inc. ESMT Stock Holding History

Advisors Asset Management’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,057
Closed -$70K – 1450
2023
Q4 		$70K Buy
3,057
+535
+21% +$12.3K ﹤0.01% 1236
2023
Q3 		$45.4K Buy
2,522
+1,302
+107% +$23.4K ﹤0.01% 1287
2023
Q2 		$23.3K Buy
1,220
+914
+299% +$17.4K ﹤0.01% 1358
2023
Q1 		$5.89K Buy
+306
New +$5.89K ﹤0.01% 1435