Bank of America’s EngageSmart, Inc. ESMT Stock Holding History

Bank of America’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	-675,287	Closed	-$15.5M	–	8381
2023 Q4	$15.5M	Buy	675,287 +489,382	+263%	+$10.9M	﹤0.01%	2411
2023 Q3	$3.34M	Buy	185,905 +32,407	+21%	+$578K	﹤0.01%	3774
2023 Q2	$2.93M	Buy	153,498 +8,453	+6%	+$150K	﹤0.01%	3870
2023 Q1	$2.79M	Sell	145,045 -14,260	-9%	-$276K	﹤0.01%	4060
2022 Q4	$2.8M	Buy	159,305 +125,476	+371%	+$2.3M	﹤0.01%	3957
2022 Q3	$700K	Sell	33,829 -34,414	-50%	-$674K	﹤0.01%	5140
2022 Q2	$1.1M	Buy	68,243 +7,887	+13%	+$157K	﹤0.01%	4828
2022 Q1	$1.29M	Buy	60,356 +16,813	+39%	+$349K	﹤0.01%	4995
2021 Q4	$1.05M	Buy	43,543 +43,493	+86,986%	+$1.2M	﹤0.01%	5190
2021 Q3	$2K	Buy	+50	New	+$1.72K	﹤0.01%	7924

Bank of America's ESMT Position: Q1 2024 in Review

Bank of America sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 675,287 shares — an estimated $15.5M sold.

Bank of America first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $15.5M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Bank of America reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Bank of America sold 675,287 EngageSmart, Inc. shares in Q1 2024, an estimated $15.5M.
Bank of America first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
Bank of America's EngageSmart, Inc. position peaked at $15.5M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.