BFEC
ESMT

Benjamin F. Edwards & Company’s EngageSmart, Inc. ESMT Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q1 		– Sell
-232
Closed -$4K – 1932
2022
Q4 		$4K Hold
232
– – ﹤0.01% 1643
2022
Q3 		$5K Hold
232
– – ﹤0.01% 1579
2022
Q2 		$4K Hold
232
– – ﹤0.01% 1607
2022
Q1 		$5K Hold
232
– – ﹤0.01% 1545
2021
Q4 		$6K Buy
+232
New +$6.41K ﹤0.01% 1501

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Benjamin F. Edwards & Company's ESMT Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of EngageSmart, Inc. (ESMT) in Q1 2023, closing a stake of 232 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in ESMT in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 144 funds tracked by Wall St. Rank hold ESMT as of Q1 2023.

  • Benjamin F. Edwards & Company reported no remaining EngageSmart, Inc. position as of Q1 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 232 EngageSmart, Inc. shares in Q1 2023, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's EngageSmart, Inc. position peaked at $6K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.