DWM
ESMT

Dakota Wealth Management’s EngageSmart, Inc. ESMT Stock Holding History

Dakota Wealth Management’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
2023
Q4 		– Sell
-10,268
Closed -$185K – 717
2023
Q3 		$185K Buy
10,268
+153
+2% +$2.73K 0.01% 611
2023
Q2 		$193K Sell
10,115
-94
-0.9% -$1.67K 0.01% 593
2023
Q1 		$197K Buy
+10,209
New +$198K 0.01% 570

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dakota Wealth Management's ESMT Position: Q4 2023 in Review

Dakota Wealth Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 10,268 shares — an estimated $185K sold.

Dakota Wealth Management first reported a position in ESMT in Q1 2023 and held it in 3 quarters. The position peaked at $197K in Q1 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Dakota Wealth Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 10,268 EngageSmart, Inc. shares in Q4 2023, an estimated $185K.
  • Dakota Wealth Management first reported a position in EngageSmart, Inc. in Q1 2023 and held it in 3 quarters.
  • Dakota Wealth Management's EngageSmart, Inc. position peaked at $197K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.