Brown Advisory’s EngageSmart, Inc. ESMT Stock Holding History

Brown Advisory’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	-62,822	Closed	-$1.44M	–	1305
2023 Q4	$1.44M	Sell	62,822 -1,568	-2%	-$34.8K	﹤0.01%	691
2023 Q3	$1.16M	Sell	64,390 -224	-0.3%	-$3.99K	﹤0.01%	714
2023 Q2	$1.23M	Buy	64,614 +7,098	+12%	+$126K	﹤0.01%	711
2023 Q1	$1.11M	Sell	57,516 -368	-0.6%	-$7.12K	﹤0.01%	729
2022 Q4	$1.02M	Buy	57,884 +500	+0.9%	+$9.18K	﹤0.01%	745
2022 Q3	$1.19M	Buy	57,384 +23,174	+68%	+$454K	﹤0.01%	671
2022 Q2	$550K	Buy	34,210 +13,310	+64%	+$264K	﹤0.01%	830
2022 Q1	$445K	Buy	+20,900	New	+$433K	﹤0.01%	885

Brown Advisory's ESMT Position: Q1 2024 in Review

Brown Advisory sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 62,822 shares — an estimated $1.44M sold.

Brown Advisory first reported a position in ESMT in Q1 2022 and held it in 8 quarters. The position peaked at $1.44M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Brown Advisory reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Brown Advisory sold 62,822 EngageSmart, Inc. shares in Q1 2024, an estimated $1.44M.
Brown Advisory first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 8 quarters.
Brown Advisory's EngageSmart, Inc. position peaked at $1.44M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Brown Advisory's 13F filing for Q1 2024, filed 24 Apr 2024.