Osaic Holdings’s EngageSmart, Inc. ESMT Stock Holding History

Osaic Holdings’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	-50	Closed	-$1.15K	–	7520
2023 Q4	$1.15K	Sell	50 -1,139	-96%	-$25.3K	﹤0.01%	6710
2023 Q3	$21.4K	Buy	1,189 +617	+108%	+$11K	﹤0.01%	5517
2023 Q2	$10.9K	Sell	572 -41	-7%	-$729	﹤0.01%	5907
2023 Q1	$11.8K	Buy	613 +597	+3,731%	+$11.6K	﹤0.01%	5886
2022 Q4	$0	Hold	16	–	–	﹤0.01%	7537
2022 Q3	$0	Buy	+16	New	+$314	﹤0.01%	7605
2021 Q4	–	Sell	-695	Closed	-$24K	–	7662
2021 Q3	$24K	Buy	+695	New	+$23.9K	﹤0.01%	5653

Osaic Holdings's ESMT Position: Q1 2024 in Review

Osaic Holdings sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 50 shares — an estimated $1.15K sold.

Osaic Holdings first reported a position in ESMT in Q3 2021 and held it in 7 quarters. The position peaked at $24K in Q3 2021. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Osaic Holdings reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Osaic Holdings sold 50 EngageSmart, Inc. shares in Q1 2024, an estimated $1.15K.
Osaic Holdings first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 7 quarters.
Osaic Holdings's EngageSmart, Inc. position peaked at $24K in Q3 2021.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Osaic Holdings's 13F filing for Q1 2024, filed 10 May 2024.