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

NewEdge 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 Q1	–	Sell	-1,359	Closed	-$23.9K	–	4280
2022 Q4	$23.9K	Buy	+1,359	New	+$24.9K	﹤0.01%	2064

Other funds holding ESMT

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

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

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

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

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

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

CRCM

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

NewEdge Advisors's ESMT Position: Q1 2023 in Review

NewEdge Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2023, closing a stake of 1,359 shares — an estimated $23.9K sold.

NewEdge Advisors first reported a position in ESMT in Q4 2022 and held it in 1 quarter. The position peaked at $23.9K in Q4 2022. 144 funds tracked by Wall St. Rank hold ESMT as of Q1 2023.

NewEdge Advisors reported no remaining EngageSmart, Inc. position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 1,359 EngageSmart, Inc. shares in Q1 2023, an estimated $23.9K.
NewEdge Advisors first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's EngageSmart, Inc. position peaked at $23.9K in Q4 2022.
144 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.