Envestnet Asset Management
ESMT

Envestnet Asset Management’s EngageSmart, Inc. ESMT Stock Holding History

Envestnet Asset 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
-16,554
Closed -$298K – 4205
2023
Q3 		$298K Buy
+16,554
New +$295K ﹤0.01% 3534

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Envestnet Asset Management's ESMT Position: Q4 2023 in Review

Envestnet Asset Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 16,554 shares — an estimated $298K sold.

Envestnet Asset Management first reported a position in ESMT in Q3 2023 and held it in 1 quarter. The position peaked at $298K in Q3 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Envestnet Asset Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 16,554 EngageSmart, Inc. shares in Q4 2023, an estimated $298K.
  • Envestnet Asset Management first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 1 quarter.
  • Envestnet Asset Management's EngageSmart, Inc. position peaked at $298K in Q3 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Envestnet Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.