MA
ESMT

MCF Advisors’s EngageSmart, Inc. ESMT Stock Holding History

MCF 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
Q4 		– Sell
-1,920
Closed -$34.5K – 998
2023
Q3 		$34.5K Sell
1,920
-8,859
-82% -$158K ﹤0.01% 410
2023
Q2 		$206K Buy
10,779
+183
+2% +$3.25K 0.02% 213
2023
Q1 		$204K Sell
10,596
-50,000
-83% -$967K 0.02% 208
2022
Q4 		$1.07M Sell
60,596
-29,404
-33% -$540K 0.11% 66
2022
Q3 		$1.86M Hold
90,000
– – 0.21% 40
2022
Q2 		$1.45M Sell
90,000
-23,004
-20% -$457K 0.15% 41
2022
Q1 		$2.41M Buy
+113,004
New +$2.34M 0.23% 28

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 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

MCF Advisors's ESMT Position: Q4 2023 in Review

MCF Advisors sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 1,920 shares — an estimated $34.5K sold.

MCF Advisors first reported a position in ESMT in Q1 2022 and held it in 7 quarters. The position peaked at $2.41M in Q1 2022. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • MCF Advisors reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • MCF Advisors sold 1,920 EngageSmart, Inc. shares in Q4 2023, an estimated $34.5K.
  • MCF Advisors first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 7 quarters.
  • MCF Advisors's EngageSmart, Inc. position peaked at $2.41M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on MCF Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.