RWM
ESMT

Ritholtz Wealth Management’s EngageSmart, Inc. ESMT Stock Holding History

Ritholtz Wealth Management’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
2023
Q4 		– Sell
-100,683
Closed -$1.81M – 793
2023
Q3 		$1.81M Buy
+100,683
New +$1.8M 0.08% 160

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Ritholtz Wealth Management's ESMT Position: Q4 2023 in Review

Ritholtz Wealth Management sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 100,683 shares — an estimated $1.81M sold.

Ritholtz Wealth Management first reported a position in ESMT in Q3 2023 and held it in 1 quarter. The position peaked at $1.81M in Q3 2023. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

  • Ritholtz Wealth Management reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 100,683 EngageSmart, Inc. shares in Q4 2023, an estimated $1.81M.
  • Ritholtz Wealth Management first reported a position in EngageSmart, Inc. in Q3 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's EngageSmart, Inc. position peaked at $1.81M in Q3 2023.
  • 149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Ritholtz Wealth Management's 13F filing for Q4 2023, filed 18 Jan 2024.