FORA Capital’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-31,752
Closed -$727K 608
2023
Q4
$727K Buy
+31,752
New +$705K 0.06% 287

FORA Capital's ESMT Position: Q1 2024 in Review

FORA Capital sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 31,752 shares — an estimated $727K sold.

FORA Capital first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $727K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • FORA Capital reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • FORA Capital sold 31,752 EngageSmart, Inc. shares in Q1 2024, an estimated $727K.
  • FORA Capital first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
  • FORA Capital's EngageSmart, Inc. position peaked at $727K in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on FORA Capital's 13F filing for Q1 2024, filed 2 May 2024.