Capstone Investment Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Capstone Investment Advisors’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	-15,000	Closed	-$344K	–	2616
2023 Q4	$344K	Sell	15,000 -5,921	-28%	-$131K	﹤0.01%	1535
2023 Q3	$376K	Buy	+20,921	New	+$373K	﹤0.01%	1474

Capstone Investment Advisors's ESMT Position: Q1 2024 in Review

Capstone Investment Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 15,000 shares — an estimated $344K sold.

Capstone Investment Advisors first reported a position in ESMT in Q3 2023 and held it in 2 quarters. The position peaked at $376K in Q3 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Capstone Investment Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Capstone Investment Advisors sold 15,000 EngageSmart, Inc. shares in Q1 2024, an estimated $344K.
Capstone Investment Advisors first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 2 quarters.
Capstone Investment Advisors's EngageSmart, Inc. position peaked at $376K in Q3 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Capstone Investment Advisors's 13F filing for Q1 2024, filed 1 May 2024.