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	–	3714
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

Allworth Financial's ESMT Position: Q1 2024 in Review

Allworth Financial sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 15 shares — an estimated $344 sold.

Allworth Financial first reported a position in ESMT in Q2 2023 and held it in 3 quarters. The position peaked at $344 in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Allworth Financial reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Allworth Financial sold 15 EngageSmart, Inc. shares in Q1 2024, an estimated $344.
Allworth Financial first reported a position in EngageSmart, Inc. in Q2 2023 and held it in 3 quarters.
Allworth Financial's EngageSmart, Inc. position peaked at $344 in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.