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

Parallel 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	-678	Closed	-$15.5K	–	3460
2023 Q4	$15.5K	Buy	678 +659	+3,468%	+$14.6K	﹤0.01%	2094
2023 Q3	$342	Buy	+19	New	+$339	﹤0.01%	3169
2023 Q2	–	Sell	-19	Closed	-$366	–	3560
2023 Q1	$366	Buy	19 +10	+111%	+$193	﹤0.01%	3198
2022 Q4	$158	Buy	+9	New	+$165	﹤0.01%	3220

Parallel Advisors's ESMT Position: Q1 2024 in Review

Parallel Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 678 shares — an estimated $15.5K sold.

Parallel Advisors first reported a position in ESMT in Q4 2022 and held it in 4 quarters. The position peaked at $15.5K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Parallel Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 678 EngageSmart, Inc. shares in Q1 2024, an estimated $15.5K.
Parallel Advisors first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 4 quarters.
Parallel Advisors's EngageSmart, Inc. position peaked at $15.5K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.