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

Guggenheim Capital’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	-25,320	Closed	-$580K	–	1967
2023 Q4	$580K	Buy	+25,320	New	+$562K	﹤0.01%	1398

Guggenheim Capital's ESMT Position: Q1 2024 in Review

Guggenheim Capital sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 25,320 shares — an estimated $580K sold.

Guggenheim Capital first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $580K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Guggenheim Capital reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Guggenheim Capital sold 25,320 EngageSmart, Inc. shares in Q1 2024, an estimated $580K.
Guggenheim Capital first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
Guggenheim Capital's EngageSmart, Inc. position peaked at $580K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Guggenheim Capital's 13F filing for Q1 2024, filed 14 May 2024.