Charles Schwab’s EngageSmart, Inc. ESMT Stock Holding History

Charles Schwab’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	-361,061	Closed	-$8.27M	–	3558
2023 Q4	$8.27M	Buy	361,061 +4,130	+1%	+$91.6K	﹤0.01%	2086
2023 Q3	$6.42M	Buy	356,931 +68,648	+24%	+$1.22M	﹤0.01%	2136
2023 Q2	$5.5M	Buy	288,283 +34,122	+13%	+$607K	﹤0.01%	2207
2023 Q1	$4.89M	Sell	254,161 -5,307	-2%	-$103K	﹤0.01%	2210
2022 Q4	$4.57M	Buy	259,468 +6,683	+3%	+$123K	﹤0.01%	2259
2022 Q3	$5.23M	Buy	252,785 +176,099	+230%	+$3.45M	﹤0.01%	2195
2022 Q2	$1.23M	Buy	76,686 +40,551	+112%	+$805K	﹤0.01%	2715
2022 Q1	$771K	Buy	36,135 +1,404	+4%	+$29.1K	﹤0.01%	2955
2021 Q4	$838K	Buy	+34,731	New	+$960K	﹤0.01%	2973

Charles Schwab's ESMT Position: Q1 2024 in Review

Charles Schwab sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 361,061 shares — an estimated $8.27M sold.

Charles Schwab first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $8.27M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Charles Schwab reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Charles Schwab sold 361,061 EngageSmart, Inc. shares in Q1 2024, an estimated $8.27M.
Charles Schwab first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
Charles Schwab's EngageSmart, Inc. position peaked at $8.27M in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Charles Schwab's 13F filing for Q1 2024, filed 9 May 2024.