Ameritas Investment Partners’s EngageSmart, Inc. ESMT Stock Holding History

Ameritas Investment Partners’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	-4,794	Closed	-$110K	–	3107
2023 Q4	$110K	Hold	4,794	–	–	﹤0.01%	1669
2023 Q3	$86.2K	Buy	4,794 +780	+19%	+$13.9K	﹤0.01%	1759
2023 Q2	$76.6K	Buy	4,014 +1,397	+53%	+$24.8K	﹤0.01%	1771
2023 Q1	$50.4K	Hold	2,617	–	–	﹤0.01%	1976
2022 Q4	$50.4K	Hold	2,617	–	–	﹤0.01%	2046
2022 Q3	$54K	Hold	2,617	–	–	﹤0.01%	1925
2022 Q2	$42K	Buy	2,617 +1,377	+111%	+$27.3K	﹤0.01%	2113
2022 Q1	$26K	Hold	1,240	–	–	﹤0.01%	2449
2021 Q4	$30K	Buy	+1,240	New	+$34.3K	﹤0.01%	2449

Ameritas Investment Partners's ESMT Position: Q1 2024 in Review

Ameritas Investment Partners sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 4,794 shares — an estimated $110K sold.

Ameritas Investment Partners first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $110K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Ameritas Investment Partners reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Ameritas Investment Partners sold 4,794 EngageSmart, Inc. shares in Q1 2024, an estimated $110K.
Ameritas Investment Partners first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
Ameritas Investment Partners's EngageSmart, Inc. position peaked at $110K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Ameritas Investment Partners's 13F filing for Q1 2024, filed 13 May 2024.