TCI Wealth Advisors’s Certara CERT Stock Holding History

TCI Wealth Advisors’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	-164	Closed	-$3.96K	–	557
2023 Q1	$3.96K	Buy	164 +1	+0.6%	+$20	﹤0.01%	1693
2022 Q4	$2.62K	Buy	163 +112	+220%	+$1.62K	﹤0.01%	1907
2022 Q3	$1K	Sell	51 -25	-33%	-$462	﹤0.01%	2050
2022 Q2	$2K	Buy	+76	New	+$1.5K	﹤0.01%	1969
2022 Q1	–	Sell	-37	Closed	-$1K	–	2253
2021 Q4	$1K	Buy	37 +25	+208%	+$841	﹤0.01%	2164
2021 Q3	$0	Hold	12	–	–	﹤0.01%	2396
2021 Q2	$0	Buy	+12	New	+$333	﹤0.01%	2330

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

TCI Wealth Advisors's CERT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Certara (CERT) in Q2 2023, closing a stake of 164 shares — an estimated $3.96K sold.

TCI Wealth Advisors first reported a position in CERT in Q2 2021 and held it in 7 quarters. The position peaked at $3.96K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

TCI Wealth Advisors reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 164 Certara shares in Q2 2023, an estimated $3.96K.
TCI Wealth Advisors first reported a position in Certara in Q2 2021 and held it in 7 quarters.
TCI Wealth Advisors's Certara position peaked at $3.96K in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.