RhumbLine Advisers
ESMT

RhumbLine Advisers’s EngageSmart, Inc. ESMT Stock Holding History

RhumbLine Advisers’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
-66,461
Closed -$1.52M – 4298
2023
Q4 		$1.52M Buy
66,461
+1,756
+3% +$39K ﹤0.01% 2049
2023
Q3 		$1.16M Buy
64,705
+3,016
+5% +$53.8K ﹤0.01% 2121
2023
Q2 		$1.18M Buy
61,689
+15,672
+34% +$279K ﹤0.01% 2201
2023
Q1 		$886K Buy
46,017
+1,477
+3% +$28.6K ﹤0.01% 2177
2022
Q4 		$784K Buy
44,540
+2,128
+5% +$39.1K ﹤0.01% 2259
2022
Q3 		$878K Buy
42,412
+3,163
+8% +$62K ﹤0.01% 2207
2022
Q2 		$631K Buy
39,249
+22,718
+137% +$451K ﹤0.01% 2368
2022
Q1 		$352K Buy
16,531
+5,366
+48% +$111K ﹤0.01% 2587
2021
Q4 		$269K Buy
+11,165
New +$308K ﹤0.01% 2747

RhumbLine Advisers's ESMT Position: Q1 2024 in Review

RhumbLine Advisers sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 66,461 shares — an estimated $1.52M sold.

RhumbLine Advisers first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $1.52M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • RhumbLine Advisers reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • RhumbLine Advisers sold 66,461 EngageSmart, Inc. shares in Q1 2024, an estimated $1.52M.
  • RhumbLine Advisers first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • RhumbLine Advisers's EngageSmart, Inc. position peaked at $1.52M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on RhumbLine Advisers's 13F filing for Q1 2024, filed 9 May 2024.