AF
ESMT

Allworth Financial’s EngageSmart, Inc. ESMT Stock Holding History

Allworth Financial’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
-15
Closed -$344 – 3715
2023
Q4 		$344 Buy
15
+7
+88% +$155 ﹤0.01% 3210
2023
Q3 		$144 Sell
8
-10
-56% -$178 ﹤0.01% 3273
2023
Q2 		$344 Buy
+18
New +$320 ﹤0.01% 2974