Sandia Investment Management’s EngageSmart, Inc. ESMT Stock Holding History

Sandia Investment 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
2024 Q1	–	Sell	-4,635	Closed	-$106K	–	201
2023 Q4	$106K	Sell	4,635 -7,865	-63%	-$175K	0.07%	104
2023 Q3	$225K	Hold	12,500	–	–	0.06%	112
2023 Q2	$239K	Hold	12,500	–	–	0.05%	113
2023 Q1	$241K	Buy	12,500 +10,000	+400%	+$193K	0.04%	125
2022 Q4	$44K	Hold	2,500	–	–	0.01%	193
2022 Q3	$52K	Buy	+2,500	New	+$49K	0.01%	218
2022 Q1	–	Sell	-10,000	Closed	-$241K	–	306
2021 Q4	$241K	Buy	+10,000	New	+$276K	0.04%	164

Sandia Investment Management's ESMT Position: Q1 2024 in Review

Sandia Investment Management sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 4,635 shares — an estimated $106K sold.

Sandia Investment Management first reported a position in ESMT in Q4 2021 and held it in 7 quarters. The position peaked at $241K in Q4 2021. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Sandia Investment Management reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Sandia Investment Management sold 4,635 EngageSmart, Inc. shares in Q1 2024, an estimated $106K.
Sandia Investment Management first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 7 quarters.
Sandia Investment Management's EngageSmart, Inc. position peaked at $241K in Q4 2021.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Sandia Investment Management's 13F filing for Q1 2024, filed 15 May 2024.