Nisa Investment Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Nisa Investment 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
2024 Q1	–	Sell	-635	Closed	-$14.5K	–	2839
2023 Q4	$14.5K	Hold	635	–	–	﹤0.01%	1953
2023 Q3	$11.4K	Buy	635 +10	+2%	+$178	﹤0.01%	2145
2023 Q2	$11.9K	Sell	625 -315	-34%	-$5.6K	﹤0.01%	2228
2023 Q1	$18K	Hold	940	–	–	﹤0.01%	2049
2022 Q4	$17K	Sell	940 -26	-3%	-$477	﹤0.01%	2105
2022 Q3	$19K	Buy	966 +26	+3%	+$509	﹤0.01%	2071
2022 Q2	$15K	Buy	+940	New	+$18.7K	﹤0.01%	2121

Nisa Investment Advisors's ESMT Position: Q1 2024 in Review

Nisa Investment Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 635 shares — an estimated $14.5K sold.

Nisa Investment Advisors first reported a position in ESMT in Q2 2022 and held it in 7 quarters. The position peaked at $19K in Q3 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Nisa Investment Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Nisa Investment Advisors sold 635 EngageSmart, Inc. shares in Q1 2024, an estimated $14.5K.
Nisa Investment Advisors first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 7 quarters.
Nisa Investment Advisors's EngageSmart, Inc. position peaked at $19K in Q3 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Nisa Investment Advisors's 13F filing for Q1 2024, filed 2 May 2024.