Citadel Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,900
Closed -$364K 15820
2023
Q4
$364K Buy
15,900
+1,400
+10% +$31.1K ﹤0.01% 8753
2023
Q3
$261K Buy
14,500
+6,300
+77% +$112K ﹤0.01% 9416
2023
Q2
$157K Buy
8,200
+4,200
+105% +$74.7K ﹤0.01% 10274
2023
Q1
$77K Sell
4,000
-300
-7% -$5.8K ﹤0.01% 11607
2022
Q4
$75.7K Buy
+4,300
New +$78.9K ﹤0.01% 11591
2022
Q3
Sell
-71,600
Closed -$1.15M 13910
2022
Q2
$1.15M Buy
71,600
+54,900
+329% +$1.09M ﹤0.01% 6709
2022
Q1
$356K Buy
16,700
+7,300
+78% +$151K ﹤0.01% 10192
2021
Q4
$227K Buy
+9,400
New +$260K ﹤0.01% 11593

Citadel Advisors's ESMT Position: Q1 2024 in Review

Citadel Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 43,883 shares — an estimated $1M sold.

Citadel Advisors first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $52.1M in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Citadel Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Citadel Advisors sold 43,883 EngageSmart, Inc. shares in Q1 2024, an estimated $1M.
  • Citadel Advisors first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Citadel Advisors's EngageSmart, Inc. position peaked at $52.1M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Citadel Advisors's 13F filing for Q1 2024, filed 15 May 2024.