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Bell Investment Advisors’s Certara CERT Stock Holding History

Bell Investment Advisors’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
-34
Closed -$620 – 1937
2023
Q2 		$620 Sell
34
-21
-38% -$444 ﹤0.01% 1740
2023
Q1 		$1.33K Buy
55
+21
+62% +$415 ﹤0.01% 1448
2022
Q4 		$546 Buy
+34
New +$493 ﹤0.01% 1777
2021
Q4 		– Sell
-18
Closed -$1K – 1792
2021
Q3 		$1K Buy
+18
New +$543 ﹤0.01% 1304

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
ClearBridge Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bell Investment Advisors's CERT Position: Q3 2023 in Review

Bell Investment Advisors sold out of Certara (CERT) in Q3 2023, closing a stake of 34 shares — an estimated $620 sold.

Bell Investment Advisors first reported a position in CERT in Q3 2021 and held it in 4 quarters. The position peaked at $1.33K in Q1 2023. 201 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

  • Bell Investment Advisors reported no remaining Certara position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 34 Certara shares in Q3 2023, an estimated $620.
  • Bell Investment Advisors first reported a position in Certara in Q3 2021 and held it in 4 quarters.
  • Bell Investment Advisors's Certara position peaked at $1.33K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.