TWA
ESMT

TCI Wealth Advisors’s EngageSmart, Inc. ESMT Stock Holding History

TCI Wealth Advisors’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
2022
Q3 		– Sell
-214
Closed -$3K – 2666
2022
Q2 		$3K Hold
214
– – ﹤0.01% 1940
2022
Q1 		$5K Buy
+214
New +$4.44K ﹤0.01% 1630

Other funds holding ESMT

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

TCI Wealth Advisors's ESMT Position: Q3 2022 in Review

TCI Wealth Advisors sold out of EngageSmart, Inc. (ESMT) in Q3 2022, closing a stake of 214 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in ESMT in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 104 funds tracked by Wall St. Rank hold ESMT as of Q3 2022.

  • TCI Wealth Advisors reported no remaining EngageSmart, Inc. position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 214 EngageSmart, Inc. shares in Q3 2022, an estimated $3K.
  • TCI Wealth Advisors first reported a position in EngageSmart, Inc. in Q1 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's EngageSmart, Inc. position peaked at $5K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.