Coston McIsaac & Partners’s EngageSmart, Inc. ESMT Stock Holding History

Coston McIsaac & Partners’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	-286	Closed	-$6K	–	799
2023 Q4	$6K	Hold	286	–	–	﹤0.01%	551
2023 Q3	$5K	Buy	+286	New	+$5.1K	﹤0.01%	573

Coston McIsaac & Partners's ESMT Position: Q1 2024 in Review

Coston McIsaac & Partners sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 286 shares — an estimated $6K sold.

Coston McIsaac & Partners first reported a position in ESMT in Q3 2023 and held it in 2 quarters. The position peaked at $6K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Coston McIsaac & Partners reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Coston McIsaac & Partners sold 286 EngageSmart, Inc. shares in Q1 2024, an estimated $6K.
Coston McIsaac & Partners first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 2 quarters.
Coston McIsaac & Partners's EngageSmart, Inc. position peaked at $6K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Coston McIsaac & Partners's 13F filing for Q1 2024, filed 17 Apr 2024.