Baron Wealth Management’s Certara CERT Stock Holding History

Baron Wealth Management’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 Q2	–	Sell	-8,567	Closed	-$207K	–	149
2023 Q1	$207K	Buy	+8,567	New	+$169K	0.15%	124

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

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

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Baron Wealth Management's CERT Position: Q2 2023 in Review

Baron Wealth Management sold out of Certara (CERT) in Q2 2023, closing a stake of 8,567 shares — an estimated $207K sold.

Baron Wealth Management first reported a position in CERT in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Baron Wealth Management reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Baron Wealth Management sold 8,567 Certara shares in Q2 2023, an estimated $207K.
Baron Wealth Management first reported a position in Certara in Q1 2023 and held it in 1 quarter.
Baron Wealth Management's Certara position peaked at $207K in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Baron Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.