Blue Trust Inc’s EngageSmart, Inc. ESMT Stock Holding History

Blue Trust Inc’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	-19	Closed	–	–	2804
2023 Q4	$0	Buy	+19	New	+$422	﹤0.01%	2740

Blue Trust Inc's ESMT Position: Q1 2024 in Review

Blue Trust Inc sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 19 shares.

Blue Trust Inc first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $0 in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Blue Trust Inc reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 19 EngageSmart, Inc. shares in Q1 2024.
Blue Trust Inc first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
Blue Trust Inc's EngageSmart, Inc. position peaked at $0 in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.