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Belpointe Asset Management’s Certara CERT Stock Holding History

Belpointe Asset 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
-319
Closed -$7.69K – 1032
2023
Q1 		$7.69K Sell
319
-56
-15% -$1.11K ﹤0.01% 2849
2022
Q4 		$6.03K Buy
+375
New +$5.44K ﹤0.01% 2859

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

Belpointe Asset Management's CERT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Certara (CERT) in Q2 2023, closing a stake of 319 shares — an estimated $7.69K sold.

Belpointe Asset Management first reported a position in CERT in Q4 2022 and held it in 2 quarters. The position peaked at $7.69K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 319 Certara shares in Q2 2023, an estimated $7.69K.
  • Belpointe Asset Management first reported a position in Certara in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Certara position peaked at $7.69K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.