Question 1

How many shares of ESMT does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of ESMT (ENGAGESMART INC) before exiting the position in 2024-Q1.

Question 2

What is Steward Partners Investment Advisory, LLC's ESMT position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's ESMT position was last reported at $0 in 2024-Q1 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling ESMT?

Accepted Answer

In 2024-Q1, Steward Partners Investment Advisory, LLC exited their ESMT position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy ESMT?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in ESMT in 2021-Q4. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2023-Q4	Decreased	4,618	-9.4%	$105,752	0.0%	—	0
2023-Q3	Decreased	5,098	-18.8%	$91,713	0.0%	—	0
2023-Q2	Decreased	6,276	-3.1%	$119,809	0.0%	—	0
2023-Q1	Increased	6,476	+8.4%	$124,663	0.0%	—	24
2022-Q4	Decreased	5,976	-31.0%	$105,178	0.0%	—	0
2022-Q3	Increased	8,656	+9.1%	$179,000	0.0%	—	25
2022-Q2	Increased	7,932	+17.7%	$128,000	0.0%	—	26
2022-Q1	Increased	6,737	+52.1%	$144,000	0.0%	—	31
2021-Q4	New	4,428	-	$107,000	0.0%	—	30

ESMT10 quarters

ESMT
10 quarters