BOK Financial’s Certara CERT Stock Holding History

BOK Financial’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	-13	Closed	-$313	–	1092
2023 Q1	$313	Buy	+13	New	+$257	﹤0.01%	1147

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

BOK Financial's CERT Position: Q2 2023 in Review

BOK Financial sold out of Certara (CERT) in Q2 2023, closing a stake of 13 shares — an estimated $313 sold.

BOK Financial first reported a position in CERT in Q1 2023 and held it in 1 quarter. The position peaked at $313 in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

BOK Financial reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
BOK Financial sold 13 Certara shares in Q2 2023, an estimated $313.
BOK Financial first reported a position in Certara in Q1 2023 and held it in 1 quarter.
BOK Financial's Certara position peaked at $313 in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on BOK Financial's 13F filing for Q2 2023, filed 21 Aug 2023.