CIBC World Market
ESMT

CIBC World Market’s EngageSmart, Inc. ESMT Stock Holding History

CIBC World Market’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
2023
Q1 		– Sell
-117,471
Closed -$2.07M – 1364
2022
Q4 		$2.07M Hold
117,471
– – 0.01% 573
2022
Q3 		$2.43M Hold
117,471
– – 0.01% 494
2022
Q2 		$1.89M Hold
117,471
– – 0.01% 566
2022
Q1 		$2.5M Buy
+117,471
New +$2.44M 0.01% 527

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

CIBC World Market's ESMT Position: Q1 2023 in Review

CIBC World Market sold out of EngageSmart, Inc. (ESMT) in Q1 2023, closing a stake of 117,471 shares — an estimated $2.07M sold.

CIBC World Market first reported a position in ESMT in Q1 2022 and held it in 4 quarters. The position peaked at $2.5M in Q1 2022. 144 funds tracked by Wall St. Rank hold ESMT as of Q1 2023.

  • CIBC World Market reported no remaining EngageSmart, Inc. position as of Q1 2023 after selling out during the quarter.
  • CIBC World Market sold 117,471 EngageSmart, Inc. shares in Q1 2023, an estimated $2.07M.
  • CIBC World Market first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 4 quarters.
  • CIBC World Market's EngageSmart, Inc. position peaked at $2.5M in Q1 2022.
  • 144 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2023.

Based on CIBC World Market's 13F filing for Q1 2023, filed 12 May 2023.