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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15
Closed -$344 – 3715
2023
Q4 		$344 Buy
15
+7
+88% +$161 ﹤0.01% 3210
2023
Q3 		$144 Sell
8
-10
-56% -$180 ﹤0.01% 3273
2023
Q2 		$344 Buy
+18
New +$344 ﹤0.01% 2974