Covestor’s EngageSmart, Inc. ESMT Stock Holding History

Covestor’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	-8,964	Closed	-$205K	–	2911
2023 Q4	$205K	Sell	8,964 -1,012	-10%	-$22.5K	0.14%	133
2023 Q3	$179K	Sell	9,976 -2	-0%	-$36	0.14%	145
2023 Q2	$190K	Buy	9,978 +6,045	+154%	+$108K	0.14%	137
2023 Q1	$76K	Buy	3,933 +1,066	+37%	+$20.6K	0.07%	532
2022 Q4	$50K	Buy	2,867 +2,853	+20,379%	+$52.4K	0.04%	732
2022 Q3	$0	Sell	14 -3	-18%	-$59	﹤0.01%	2782
2022 Q2	$0	Sell	17 -5	-23%	-$99	﹤0.01%	2493
2022 Q1	$0	Buy	+22	New	+$456	﹤0.01%	2523

Covestor's ESMT Position: Q1 2024 in Review

Covestor sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 8,964 shares — an estimated $205K sold.

Covestor first reported a position in ESMT in Q1 2022 and held it in 8 quarters. The position peaked at $205K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Covestor reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Covestor sold 8,964 EngageSmart, Inc. shares in Q1 2024, an estimated $205K.
Covestor first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 8 quarters.
Covestor's EngageSmart, Inc. position peaked at $205K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Covestor's 13F filing for Q1 2024, filed 10 May 2024.