Fidelity Investments
ESMT

Fidelity Investments’s EngageSmart, Inc. ESMT Stock Holding History

Fidelity Investments’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
-32,328
Closed -$740K – 5830
2023
Q4 		$740K Buy
32,328
+7,031
+28% +$156K ﹤0.01% 2558
2023
Q3 		$455K Sell
25,297
-6,475
-20% -$115K ﹤0.01% 2646
2023
Q2 		$607K Sell
31,772
-13,178
-29% -$234K ﹤0.01% 2595
2023
Q1 		$865K Sell
44,950
-13,206
-23% -$255K ﹤0.01% 2551
2022
Q4 		$1.02M Sell
58,156
-19,547
-25% -$359K ﹤0.01% 2534
2022
Q3 		$1.61M Sell
77,703
-1,176,892
-94% -$23.1M ﹤0.01% 2487
2022
Q2 		$20.2M Sell
1,254,595
-3,657,667
-74% -$72.6M ﹤0.01% 1641
2022
Q1 		$105M Buy
4,912,262
+2,369,238
+93% +$49.1M 0.01% 1049
2021
Q4 		$61.3M Buy
2,543,024
+1,525,824
+150% +$42.2M ﹤0.01% 1339
2021
Q3 		$34.6M Buy
+1,017,200
New +$35M ﹤0.01% 1582

Fidelity Investments's ESMT Position: Q1 2024 in Review

Fidelity Investments sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 32,328 shares — an estimated $740K sold.

Fidelity Investments first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $105M in Q1 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Fidelity Investments reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 32,328 EngageSmart, Inc. shares in Q1 2024, an estimated $740K.
  • Fidelity Investments first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Fidelity Investments's EngageSmart, Inc. position peaked at $105M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.