BPC
ESMT

Banque Pictet & Cie’s EngageSmart, Inc. ESMT Stock Holding History

Banque Pictet & Cie’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
2022
Q3 		– Sell
-11,802
Closed -$190 – 675
2022
Q2 		$190 Sell
11,802
-1,430
-11% -$28.4K ﹤0.01% 622
2022
Q1 		$282K Sell
13,232
-415
-3% -$8.61K ﹤0.01% 586
2021
Q4 		$329K Buy
+13,647
New +$377K ﹤0.01% 567

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Banque Pictet & Cie's ESMT Position: Q3 2022 in Review

Banque Pictet & Cie sold out of EngageSmart, Inc. (ESMT) in Q3 2022, closing a stake of 11,802 shares — an estimated $190 sold.

Banque Pictet & Cie first reported a position in ESMT in Q4 2021 and held it in 3 quarters. The position peaked at $329K in Q4 2021. 104 funds tracked by Wall St. Rank hold ESMT as of Q3 2022.

  • Banque Pictet & Cie reported no remaining EngageSmart, Inc. position as of Q3 2022 after selling out during the quarter.
  • Banque Pictet & Cie sold 11,802 EngageSmart, Inc. shares in Q3 2022, an estimated $190.
  • Banque Pictet & Cie first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 3 quarters.
  • Banque Pictet & Cie's EngageSmart, Inc. position peaked at $329K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2022.

Based on Banque Pictet & Cie's 13F filing for Q3 2022, filed 10 Nov 2022.