SignatureFD’s EngageSmart, Inc. ESMT Stock Holding History

SignatureFD’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	-294	Closed	-$6.73K	–	3290
2023 Q4	$6.73K	Hold	294	–	–	﹤0.01%	2415
2023 Q3	$5.29K	Buy	294 +257	+695%	+$4.58K	﹤0.01%	2468
2023 Q2	$706	Sell	37 -113	-75%	-$2.01K	﹤0.01%	3032
2023 Q1	$2.89K	Buy	150 +79	+111%	+$1.53K	﹤0.01%	2699
2022 Q4	$1.25K	Buy	+71	New	+$1.3K	﹤0.01%	2925

SignatureFD's ESMT Position: Q1 2024 in Review

SignatureFD sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 294 shares — an estimated $6.73K sold.

SignatureFD first reported a position in ESMT in Q4 2022 and held it in 5 quarters. The position peaked at $6.73K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

SignatureFD reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
SignatureFD sold 294 EngageSmart, Inc. shares in Q1 2024, an estimated $6.73K.
SignatureFD first reported a position in EngageSmart, Inc. in Q4 2022 and held it in 5 quarters.
SignatureFD's EngageSmart, Inc. position peaked at $6.73K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on SignatureFD's 13F filing for Q1 2024, filed 3 May 2024.