HCR Wealth Advisors’s EngageSmart, Inc. ESMT Stock Holding History

HCR Wealth Advisors’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 Q3	–	Sell	-25,683	Closed	-$490K	–	191
2023 Q2	$490K	Sell	25,683 -15,000	-37%	-$267K	0.09%	111
2023 Q1	$783K	Sell	40,683 -53,000	-57%	-$1.03M	0.16%	88
2022 Q4	$1.65M	Hold	93,683	–	–	0.35%	61
2022 Q3	$1.94M	Hold	93,683	–	–	0.41%	52
2022 Q2	$1.51M	Buy	+93,683	New	+$1.86M	0.3%	68

Other funds holding ESMT

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

HCR Wealth Advisors's ESMT Position: Q3 2023 in Review

HCR Wealth Advisors sold out of EngageSmart, Inc. (ESMT) in Q3 2023, closing a stake of 25,683 shares — an estimated $490K sold.

HCR Wealth Advisors first reported a position in ESMT in Q2 2022 and held it in 5 quarters. The position peaked at $1.94M in Q3 2022. 130 funds tracked by Wall St. Rank hold ESMT as of Q3 2023.

HCR Wealth Advisors reported no remaining EngageSmart, Inc. position as of Q3 2023 after selling out during the quarter.
HCR Wealth Advisors sold 25,683 EngageSmart, Inc. shares in Q3 2023, an estimated $490K.
HCR Wealth Advisors first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 5 quarters.
HCR Wealth Advisors's EngageSmart, Inc. position peaked at $1.94M in Q3 2022.
130 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.