Bell Bank’s Certara CERT Stock Holding History

Bell Bank’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	-31,156	Closed	-$751K	–	188
2023 Q1	$751K	Sell	31,156 -887	-3%	-$17.5K	0.08%	104
2022 Q4	$515K	Sell	32,043 -1,378	-4%	-$20K	0.06%	128
2022 Q3	$444K	Buy	33,421 +189	+0.6%	+$3.49K	0.06%	130
2022 Q2	$713K	Buy	33,232 +2,094	+7%	+$41.3K	0.09%	114
2022 Q1	$669K	Buy	31,138 +3,321	+12%	+$79.8K	0.07%	111
2021 Q4	$791K	Buy	+27,817	New	+$936K	0.09%	105

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

Bell Bank's CERT Position: Q2 2023 in Review

Bell Bank sold out of Certara (CERT) in Q2 2023, closing a stake of 31,156 shares — an estimated $751K sold.

Bell Bank first reported a position in CERT in Q4 2021 and held it in 6 quarters. The position peaked at $791K in Q4 2021. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Bell Bank reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Bell Bank sold 31,156 Certara shares in Q2 2023, an estimated $751K.
Bell Bank first reported a position in Certara in Q4 2021 and held it in 6 quarters.
Bell Bank's Certara position peaked at $791K in Q4 2021.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Bell Bank's 13F filing for Q2 2023, filed 27 Jul 2023.