American Trust’s Certara CERT Stock Holding History

American Trust’s Portfolio CERT Stock Details CERT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,090	Closed	-$257K	–	299
2023 Q2	$257K	Sell	14,090 -300	-2%	-$6.34K	0.02%	338
2023 Q1	$347K	Buy	+14,390	New	+$284K	0.02%	274

Other funds holding CERT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Trust's CERT Position: Q3 2023 in Review

American Trust sold out of Certara (CERT) in Q3 2023, closing a stake of 14,090 shares — an estimated $257K sold.

American Trust first reported a position in CERT in Q1 2023 and held it in 2 quarters. The position peaked at $347K in Q1 2023. 201 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

American Trust reported no remaining Certara position as of Q3 2023 after selling out during the quarter.
American Trust sold 14,090 Certara shares in Q3 2023, an estimated $257K.
American Trust first reported a position in Certara in Q1 2023 and held it in 2 quarters.
American Trust's Certara position peaked at $347K in Q1 2023.
201 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on American Trust's 13F filing for Q3 2023, filed 15 Nov 2023.