Bank of America
ESMT

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
2023
Q4 		$15.5M Buy
2023
Q3 		$3.34M Buy
2023
Q2 		$2.93M Buy
2023
Q1 		$2.79M Sell
2022
Q4 		$2.8M Buy
2022
Q3 		$700K Sell
2022
Q2 		$1.1M Buy
2022
Q1 		$1.29M Buy
2021
Q4 		$1.05M Buy
2021
Q3 		$2K Buy