Comprehensive Financial Consultants Institutional’s EngageSmart, Inc. ESMT Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q4	–	Sell	-10,056	Closed	-$203K	–	169
2022 Q3	$203K	Sell	10,056 -652	-6%	-$12.8K	0.13%	152
2022 Q2	$178K	Sell	10,708 -409	-4%	-$8.12K	0.13%	148
2022 Q1	$231K	Sell	11,117 -179	-2%	-$3.71K	0.16%	143
2021 Q4	$241K	Buy	+11,296	New	+$312K	0.15%	138

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's ESMT Position: Q4 2022 in Review

Comprehensive Financial Consultants Institutional sold out of EngageSmart, Inc. (ESMT) in Q4 2022, closing a stake of 10,056 shares — an estimated $203K sold.

Comprehensive Financial Consultants Institutional first reported a position in ESMT in Q4 2021 and held it in 4 quarters. The position peaked at $241K in Q4 2021. 120 funds tracked by Wall St. Rank hold ESMT as of Q4 2022.

Comprehensive Financial Consultants Institutional reported no remaining EngageSmart, Inc. position as of Q4 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 10,056 EngageSmart, Inc. shares in Q4 2022, an estimated $203K.
Comprehensive Financial Consultants Institutional first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 4 quarters.
Comprehensive Financial Consultants Institutional's EngageSmart, Inc. position peaked at $241K in Q4 2021.
120 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2022, filed 30 Jan 2023.