Confluence Wealth Services’s Certara CERT Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-723	Closed	-$20K	–	389
2021 Q4	$20K	Buy	+723	New	+$24.3K	0.01%	724

Other funds holding CERT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Confluence Wealth Services's CERT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Certara (CERT) in Q1 2022, closing a stake of 723 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in CERT in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 164 funds tracked by Wall St. Rank hold CERT as of Q1 2022.

Confluence Wealth Services reported no remaining Certara position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 723 Certara shares in Q1 2022, an estimated $20K.
Confluence Wealth Services first reported a position in Certara in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Certara position peaked at $20K in Q4 2021.
164 funds tracked by Wall St. Rank held Certara as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.