SPIA
ESMT

Steward Partners Investment Advisory’s EngageSmart, Inc. ESMT Stock Holding History

Steward Partners Investment Advisory’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
-4,618
Closed -$106K – 3708
2023
Q4 		$106K Sell
4,618
-480
-9% -$10.7K ﹤0.01% 1670
2023
Q3 		$91.7K Sell
5,098
-1,178
-19% -$21K ﹤0.01% 1616
2023
Q2 		$120K Sell
6,276
-200
-3% -$3.56K ﹤0.01% 1499
2023
Q1 		$125K Buy
6,476
+500
+8% +$9.67K ﹤0.01% 1486
2022
Q4 		$105K Sell
5,976
-2,680
-31% -$49.2K ﹤0.01% 1523
2022
Q3 		$179K Buy
8,656
+724
+9% +$14.2K ﹤0.01% 1243
2022
Q2 		$128K Buy
7,932
+1,195
+18% +$23.7K ﹤0.01% 1393
2022
Q1 		$144K Buy
6,737
+2,309
+52% +$47.9K ﹤0.01% 1441
2021
Q4 		$107K Buy
+4,428
New +$122K ﹤0.01% 1576

Steward Partners Investment Advisory's ESMT Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 4,618 shares — an estimated $106K sold.

Steward Partners Investment Advisory first reported a position in ESMT in Q4 2021 and held it in 9 quarters. The position peaked at $179K in Q3 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,618 EngageSmart, Inc. shares in Q1 2024, an estimated $106K.
  • Steward Partners Investment Advisory first reported a position in EngageSmart, Inc. in Q4 2021 and held it in 9 quarters.
  • Steward Partners Investment Advisory's EngageSmart, Inc. position peaked at $179K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.