Simplex Trading’s EngageSmart, Inc. ESMT Stock Holding History

Simplex Trading’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	-5,700	Closed	-$130K	–	10296
2023 Q4	$130K	Sell	5,700 -1,600	-22%	-$35.5K	﹤0.01%	5114
2023 Q3	$131K	Buy	7,300 +7,100	+3,550%	+$127K	﹤0.01%	4817
2023 Q2	$3K	Hold	200	–	–	﹤0.01%	8337
2023 Q1	$3K	Buy	+200	New	+$3.87K	﹤0.01%	8387
2022 Q3	–	Sell	-1,300	Closed	-$20K	–	11180
2022 Q2	$20K	Buy	1,300 +1,000	+333%	+$19.9K	﹤0.01%	7640
2022 Q1	$6K	Buy	+300	New	+$6.22K	﹤0.01%	9354

Simplex Trading's ESMT Position: Q4 2023 in Review

Simplex Trading sold out of EngageSmart, Inc. (ESMT) in Q4 2023, closing a stake of 11,457 shares — an estimated $254K sold.

Simplex Trading first reported a position in ESMT in Q4 2021 and held it in 6 quarters. The position peaked at $910K in Q4 2021. 149 funds tracked by Wall St. Rank hold ESMT as of Q4 2023.

Simplex Trading reported no remaining EngageSmart, Inc. position as of Q4 2023 after selling out during the quarter.
Simplex Trading sold 11,457 EngageSmart, Inc. shares in Q4 2023, an estimated $254K.
Simplex Trading first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 6 quarters.
Simplex Trading's EngageSmart, Inc. position peaked at $910K in Q4 2021.
149 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.