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

Lindbrook 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	Closed	-$573	–	2782
2023 Q4	$573	Buy	25 +9	+56%	+$200	﹤0.01%	2560
2023 Q3	$288	Hold	16	–	–	﹤0.01%	2610
2023 Q2	$305	Sell	16 -85	-84%	-$1.51K	﹤0.01%	2611
2023 Q1	$1.94K	Buy	101 +91	+910%	+$1.76K	﹤0.01%	2256
2022 Q4	$176	Buy	+10	New	+$184	﹤0.01%	2746

Lindbrook Capital's ESMT Position: Q1 2024 in Review

Lindbrook Capital sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 25 shares — an estimated $573 sold.

Lindbrook Capital first reported a position in ESMT in Q4 2022 and held it in 5 quarters. The position peaked at $1.94K in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Lindbrook Capital reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Lindbrook Capital sold 25 EngageSmart, Inc. shares in Q1 2024, an estimated $573.
Lindbrook Capital first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 5 quarters.
Lindbrook Capital's EngageSmart, Inc. position peaked at $1.94K in Q1 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Lindbrook Capital's 13F filing for Q1 2024, filed 25 Apr 2024.