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
-3,000
Closed -$68.7K 15822
2023
Q4
$68.7K Sell
3,000
-26,800
-90% -$595K ﹤0.01% 11406
2023
Q3
$536K Buy
29,800
+29,300
+5,860% +$522K ﹤0.01% 7916
2023
Q2
$9.54K Sell
500
-300
-38% -$5.34K ﹤0.01% 13253
2023
Q1
$15.4K Buy
800
+500
+167% +$9.67K ﹤0.01% 13254
2022
Q4
$5.28K Buy
+300
New +$5.51K ﹤0.01% 14021
2022
Q2
Sell
-15,300
Closed -$326K 14477
2022
Q1
$326K Buy
+15,300
New +$317K ﹤0.01% 10410

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.