RJFSA
ESMT

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
2023
Q4 		$751K Sell
2023
Q3 		$1.37M Sell
2023
Q2 		$1.69M Sell
2023
Q1 		$1.93M Sell
2022
Q4 		$2.14M Sell
2022
Q3 		$6.92M Buy
2022
Q2 		$5.22M Sell
2022
Q1 		$8.08M Buy
2021
Q4 		$6.74M Buy