Invesco’s EngageSmart, Inc. ESMT Stock Holding History

Invesco’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	-22,614	Closed	-$518K	–	3986
2023 Q4	$518K	Sell	22,614 -39,579	-64%	-$878K	﹤0.01%	3198
2023 Q3	$1.12M	Sell	62,193 -4,982	-7%	-$88.8K	﹤0.01%	2807
2023 Q2	$1.28M	Buy	67,175 +13,788	+26%	+$245K	﹤0.01%	2793
2023 Q1	$1.03M	Sell	53,387 -287,959	-84%	-$5.57M	﹤0.01%	2891
2022 Q4	$6.01M	Buy	341,346 +10,648	+3%	+$195K	﹤0.01%	2141
2022 Q3	$6.84M	Buy	330,698 +10,703	+3%	+$210K	﹤0.01%	2032
2022 Q2	$5.15M	Buy	319,995 +282,730	+759%	+$5.62M	﹤0.01%	2272
2022 Q1	$794K	Sell	37,265 -300	-0.8%	-$6.22K	﹤0.01%	3180
2021 Q4	$906K	Buy	+37,565	New	+$1.04M	﹤0.01%	3117

Invesco's ESMT Position: Q1 2024 in Review

Invesco sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 22,614 shares — an estimated $518K sold.

Invesco first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $6.84M in Q3 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Invesco reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Invesco sold 22,614 EngageSmart, Inc. shares in Q1 2024, an estimated $518K.
Invesco first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
Invesco's EngageSmart, Inc. position peaked at $6.84M in Q3 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

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