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Sunbelt Securities’s Certara CERT Stock Holding History

Sunbelt Securities’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
2024
Q2 		– Sell
-325
Closed -$5.81K – 1774
2024
Q1 		$5.81K Hold
325
– – ﹤0.01% 1337
2023
Q4 		$5.72K Hold
325
– – ﹤0.01% 1286
2023
Q3 		$4.73K Sell
325
-110
-25% -$1.85K ﹤0.01% 1324
2023
Q2 		$7.92K Buy
435
+191
+78% +$4.03K ﹤0.01% 1232
2023
Q1 		$5.81K Buy
+244
New +$4.82K ﹤0.01% 1265

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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunbelt Securities's CERT Position: Q2 2024 in Review

Sunbelt Securities sold out of Certara (CERT) in Q2 2024, closing a stake of 325 shares — an estimated $5.81K sold.

Sunbelt Securities first reported a position in CERT in Q1 2023 and held it in 5 quarters. The position peaked at $7.92K in Q2 2023. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • Sunbelt Securities reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 325 Certara shares in Q2 2024, an estimated $5.81K.
  • Sunbelt Securities first reported a position in Certara in Q1 2023 and held it in 5 quarters.
  • Sunbelt Securities's Certara position peaked at $7.92K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.