HSBC Holdings
ESMT

HSBC Holdings’s EngageSmart, Inc. ESMT Stock Holding History

HSBC Holdings’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
Q4 		– Sell
-50,652
Closed -$902K – 2974
2023
Q3 		$902K Sell
50,652
-6,474
-11% -$115K ﹤0.01% 1762
2023
Q2 		$1.1M Buy
57,126
+26,713
+88% +$475K ﹤0.01% 1680
2023
Q1 		$581K Sell
30,413
-2,694
-8% -$52.1K ﹤0.01% 1986
2022
Q4 		$576K Buy
33,107
+13,400
+68% +$246K ﹤0.01% 2228
2022
Q3 		$414K Buy
19,707
+7,023
+55% +$138K ﹤0.01% 2257
2022
Q2 		$204K Sell
12,684
-3,656
-22% -$72.6K ﹤0.01% 2881
2022
Q1 		$351K Buy
+16,340
New +$339K ﹤0.01% 2656

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

HSBC Holdings's ESMT Position: Q4 2023 in Review

HSBC Holdings sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 50,652 shares — an estimated $902K sold.

HSBC Holdings first reported a position in ESMT in Q1 2022 and held it in 7 quarters. The position peaked at $1.1M in Q2 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • HSBC Holdings reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • HSBC Holdings sold 50,652 EngageSmart, Inc. shares in Q4 2023, an estimated $902K.
  • HSBC Holdings first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 7 quarters.
  • HSBC Holdings's EngageSmart, Inc. position peaked at $1.1M in Q2 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on HSBC Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.