Colonial Trust’s Certara CERT Stock Holding History

Colonial Trust’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	-373	Closed	-$8.88K	–	944
2023 Q1	$8.88K	Hold	373	–	–	﹤0.01%	689
2022 Q4	$6.03K	Buy	+373	New	+$5.41K	﹤0.01%	731

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

Colonial Trust's CERT Position: Q2 2023 in Review

Colonial Trust sold out of Certara (CERT) in Q2 2023, closing a stake of 373 shares — an estimated $8.88K sold.

Colonial Trust first reported a position in CERT in Q4 2022 and held it in 2 quarters. The position peaked at $8.88K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Colonial Trust reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Colonial Trust sold 373 Certara shares in Q2 2023, an estimated $8.88K.
Colonial Trust first reported a position in Certara in Q4 2022 and held it in 2 quarters.
Colonial Trust's Certara position peaked at $8.88K in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Colonial Trust's 13F filing for Q2 2023, filed 14 Aug 2023.