Harel Insurance Investments & Financial Services’s EngageSmart, Inc. ESMT Stock Holding History

Harel Insurance Investments & Financial Services’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	-1,032	Closed	-$24K	–	652
2023 Q4	$24K	Buy	+1,032	New	+$22.9K	﹤0.01%	488

Harel Insurance Investments & Financial Services's ESMT Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 1,032 shares — an estimated $24K sold.

Harel Insurance Investments & Financial Services first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,032 EngageSmart, Inc. shares in Q1 2024, an estimated $24K.
Harel Insurance Investments & Financial Services first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
Harel Insurance Investments & Financial Services's EngageSmart, Inc. position peaked at $24K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.