Stifel Financial
ESMT

Stifel Financial’s EngageSmart, Inc. ESMT Stock Holding History

Stifel Financial’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,635
Closed -$312K – 3460
2023
Q4 		$312K Sell
13,635
-8,483
-38% -$194K ﹤0.01% 2823
2023
Q3 		$398K Buy
+22,118
New +$398K ﹤0.01% 2624