Ameriprise
ESMT

Ameriprise’s EngageSmart, Inc. ESMT Stock Holding History

Ameriprise’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
-45,586
Closed -$1.04M – 4008
2023
Q4 		$1.04M Sell
45,586
-89,966
-66% -$2M ﹤0.01% 3172
2023
Q3 		$2.44M Sell
135,552
-142,141
-51% -$2.53M ﹤0.01% 2731
2023
Q2 		$5.3M Sell
277,693
-9,556
-3% -$170K ﹤0.01% 2304
2023
Q1 		$5.53M Sell
287,249
-54,802
-16% -$1.06M ﹤0.01% 2249
2022
Q4 		$6.02M Buy
342,051
+76,302
+29% +$1.4M ﹤0.01% 2159
2022
Q3 		$5.5M Sell
265,749
-4,102
-2% -$80.4K ﹤0.01% 2147
2022
Q2 		$4.34M Buy
269,851
+23,271
+9% +$462K ﹤0.01% 2382
2022
Q1 		$5.25M Buy
246,580
+47,966
+24% +$995K ﹤0.01% 2387
2021
Q4 		$4.79M Sell
198,614
-1,386
-0.7% -$38.3K ﹤0.01% 2487
2021
Q3 		$6.81M Buy
+200,000
New +$6.87M ﹤0.01% 2166

Ameriprise's ESMT Position: Q1 2024 in Review

Ameriprise sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 45,586 shares — an estimated $1.04M sold.

Ameriprise first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $6.81M in Q3 2021. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Ameriprise reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Ameriprise sold 45,586 EngageSmart, Inc. shares in Q1 2024, an estimated $1.04M.
  • Ameriprise first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Ameriprise's EngageSmart, Inc. position peaked at $6.81M in Q3 2021.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Ameriprise's 13F filing for Q1 2024, filed 15 May 2024.