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Annapolis Financial Services’s Certara CERT Stock Holding History

Annapolis Financial Services’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
2022
Q4 		– Sell
-372
Closed -$5K – 457
2022
Q3 		$5K Buy
+372
New +$6.87K ﹤0.01% 389

Other funds holding CERT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Annapolis Financial Services's CERT Position: Q4 2022 in Review

Annapolis Financial Services sold out of Certara (CERT) in Q4 2022, closing a stake of 372 shares — an estimated $5K sold.

Annapolis Financial Services first reported a position in CERT in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 199 funds tracked by Wall St. Rank hold CERT as of Q4 2022.

  • Annapolis Financial Services reported no remaining Certara position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 372 Certara shares in Q4 2022, an estimated $5K.
  • Annapolis Financial Services first reported a position in Certara in Q3 2022 and held it in 1 quarter.
  • Annapolis Financial Services's Certara position peaked at $5K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Certara as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.