Cape Investment Advisory’s EngageSmart, Inc. ESMT Stock Holding History

Cape Investment 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	-56	Closed	-$1.28K	–	1207
2023 Q4	$1.28K	Buy	+56	New	+$1.24K	﹤0.01%	986

Cape Investment Advisory's ESMT Position: Q1 2024 in Review

Cape Investment Advisory sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 56 shares — an estimated $1.28K sold.

Cape Investment Advisory first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $1.28K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Cape Investment Advisory reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 56 EngageSmart, Inc. shares in Q1 2024, an estimated $1.28K.
Cape Investment Advisory first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
Cape Investment Advisory's EngageSmart, Inc. position peaked at $1.28K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.