CAPTRUST Financial Advisors
ESMT

CAPTRUST Financial Advisors’s EngageSmart, Inc. ESMT Stock Holding History

CAPTRUST Financial 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
2022
Q2 		– Sell
-107
Closed -$2K – 5211
2022
Q1 		$2K Buy
+107
New +$2.22K ﹤0.01% 4575

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CAPTRUST Financial Advisors's ESMT Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of EngageSmart, Inc. (ESMT) in Q2 2022, closing a stake of 107 shares — an estimated $2K sold.

CAPTRUST Financial Advisors first reported a position in ESMT in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 94 funds tracked by Wall St. Rank hold ESMT as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining EngageSmart, Inc. position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 107 EngageSmart, Inc. shares in Q2 2022, an estimated $2K.
  • CAPTRUST Financial Advisors first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's EngageSmart, Inc. position peaked at $2K in Q1 2022.
  • 94 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.