Wells Fargo
ESMT

Wells Fargo’s EngageSmart, Inc. ESMT Stock Holding History

Wells Fargo’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
-15,564
Closed -$356K – 7813
2023
Q4 		$356K Buy
15,564
+2,540
+20% +$56.4K ﹤0.01% 4101
2023
Q3 		$234K Sell
13,024
-12,105
-48% -$216K ﹤0.01% 4259
2023
Q2 		$480K Buy
25,129
+15,573
+163% +$277K ﹤0.01% 3975
2023
Q1 		$184K Buy
9,556
+8,364
+702% +$162K ﹤0.01% 4482
2022
Q4 		$21K Buy
1,192
+591
+98% +$10.8K ﹤0.01% 5239
2022
Q3 		$12K Sell
601
-147
-20% -$2.88K ﹤0.01% 5629
2022
Q2 		$12K Sell
748
-2,701
-78% -$53.6K ﹤0.01% 5688
2022
Q1 		$73K Sell
3,449
-5,744
-62% -$119K ﹤0.01% 5469
2021
Q4 		$222K Buy
9,193
+6,204
+208% +$171K ﹤0.01% 5210
2021
Q3 		$102K Buy
+2,989
New +$103K ﹤0.01% 5381

Wells Fargo's ESMT Position: Q1 2024 in Review

Wells Fargo sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 15,564 shares — an estimated $356K sold.

Wells Fargo first reported a position in ESMT in Q3 2021 and held it in 10 quarters. The position peaked at $480K in Q2 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • Wells Fargo reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 15,564 EngageSmart, Inc. shares in Q1 2024, an estimated $356K.
  • Wells Fargo first reported a position in EngageSmart, Inc. in Q3 2021 and held it in 10 quarters.
  • Wells Fargo's EngageSmart, Inc. position peaked at $480K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.