Benjamin Edwards Inc’s Certara CERT Stock Holding History

Benjamin Edwards Inc’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	-3,421	Closed	-$82K	–	683
2023 Q1	$82K	Buy	3,421 +392	+13%	+$7.74K	0.02%	391
2022 Q4	$49K	Buy	3,029 +430	+17%	+$6.24K	0.01%	420
2022 Q3	$35K	Buy	2,599 +147	+6%	+$2.72K	0.01%	446
2022 Q2	$53K	Buy	2,452 +470	+24%	+$9.28K	0.02%	425
2022 Q1	$43K	Buy	1,982 +1,961	+9,338%	+$47.1K	0.01%	468
2021 Q4	$1K	Buy	+21	New	+$706	﹤0.01%	690

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

Benjamin Edwards Inc's CERT Position: Q2 2023 in Review

Benjamin Edwards Inc sold out of Certara (CERT) in Q2 2023, closing a stake of 3,421 shares — an estimated $82K sold.

Benjamin Edwards Inc first reported a position in CERT in Q4 2021 and held it in 6 quarters. The position peaked at $82K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Benjamin Edwards Inc reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Benjamin Edwards Inc sold 3,421 Certara shares in Q2 2023, an estimated $82K.
Benjamin Edwards Inc first reported a position in Certara in Q4 2021 and held it in 6 quarters.
Benjamin Edwards Inc's Certara position peaked at $82K in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Benjamin Edwards Inc's 13F filing for Q2 2023, filed 15 Aug 2023.