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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,057
Closed -$70K – 1451
2023
Q4 		$70K Buy
3,057
+535
+21% +$11.9K ﹤0.01% 1237
2023
Q3 		$45.4K Buy
2,522
+1,302
+107% +$23.2K ﹤0.01% 1288
2023
Q2 		$23.3K Buy
1,220
+914
+299% +$16.3K ﹤0.01% 1358
2023
Q1 		$5.89K Buy
+306
New +$5.92K ﹤0.01% 1436

Advisors Asset Management's ESMT Position: Q1 2024 in Review

Advisors Asset Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 3,057 shares — an estimated $70K sold.

Advisors Asset Management first reported a position in ESMT in Q1 2023 and held it in 4 quarters. The position peaked at $70K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Advisors Asset Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Advisors Asset Management sold 3,057 EngageSmart, Inc. shares in Q1 2024, an estimated $70K.
  • Advisors Asset Management first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 4 quarters.
  • Advisors Asset Management's EngageSmart, Inc. position peaked at $70K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Advisors Asset Management's 13F filing for Q1 2024, filed 14 May 2024.