Raymond James Financial Services Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Raymond James Financial Services 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	-32,774	Closed	-$751K	–	3537
2023 Q4	$751K	Sell	32,774 -43,560	-57%	-$967K	﹤0.01%	2154
2023 Q3	$1.37M	Sell	76,334 -12,420	-14%	-$221K	﹤0.01%	1735
2023 Q2	$1.69M	Sell	88,754 -11,733	-12%	-$209K	﹤0.01%	1610
2023 Q1	$1.93M	Sell	100,487 -21,040	-17%	-$407K	﹤0.01%	1514
2022 Q4	$2.14M	Sell	121,527 -213,178	-64%	-$3.91M	﹤0.01%	1404
2022 Q3	$6.92M	Buy	334,705 +10,298	+3%	+$202K	0.02%	774
2022 Q2	$5.22M	Sell	324,407 -54,573	-14%	-$1.08M	0.01%	907
2022 Q1	$8.08M	Buy	378,980 +99,496	+36%	+$2.06M	0.02%	777
2021 Q4	$6.74M	Buy	+279,484	New	+$7.72M	0.01%	863

Raymond James Financial Services Advisors's ESMT Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 32,774 shares — an estimated $751K sold.

Raymond James Financial Services Advisors first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $8.08M in Q1 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 32,774 EngageSmart, Inc. shares in Q1 2024, an estimated $751K.
Raymond James Financial Services Advisors first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
Raymond James Financial Services Advisors's EngageSmart, Inc. position peaked at $8.08M in Q1 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.