Raymond James & Associates’s EngageSmart, Inc. ESMT Stock Holding History

Raymond James & Associates’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	-34,525	Closed	-$791K	–	4086
2023 Q4	$791K	Sell	34,525 -31,989	-48%	-$710K	﹤0.01%	2659
2023 Q3	$1.2M	Sell	66,514 -3,541	-5%	-$63.1K	﹤0.01%	2346
2023 Q2	$1.34M	Sell	70,055 -116,058	-62%	-$2.06M	﹤0.01%	2320
2023 Q1	$3.58M	Buy	186,113 +14,422	+8%	+$279K	﹤0.01%	1696
2022 Q4	$3.02M	Sell	171,691 -169,775	-50%	-$3.12M	﹤0.01%	1739
2022 Q3	$7.07M	Buy	341,466 +10,923	+3%	+$214K	0.01%	1149
2022 Q2	$5.32M	Sell	330,543 -20,239	-6%	-$402K	0.01%	1365
2022 Q1	$7.47M	Buy	350,782 +118,912	+51%	+$2.47M	0.01%	1236
2021 Q4	$5.59M	Buy	+231,870	New	+$6.41M	﹤0.01%	1476

Raymond James & Associates's ESMT Position: Q1 2024 in Review

Raymond James & Associates sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 34,525 shares — an estimated $791K sold.

Raymond James & Associates first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $7.47M in Q1 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Raymond James & Associates reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Raymond James & Associates sold 34,525 EngageSmart, Inc. shares in Q1 2024, an estimated $791K.
Raymond James & Associates first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
Raymond James & Associates's EngageSmart, Inc. position peaked at $7.47M in Q1 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.