Vestmark Advisory Solutions’s Certara CERT Stock Holding History

Vestmark Advisory Solutions’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	-17,791	Closed	-$429K	–	884
2023 Q1	$429K	Buy	17,791 +1,557	+10%	+$30.8K	0.02%	607
2022 Q4	$261K	Sell	16,234 -1,986	-11%	-$28.8K	0.01%	717
2022 Q3	$242K	Sell	18,220 -304	-2%	-$5.62K	0.01%	727
2022 Q2	$398K	Sell	18,524 -1,288	-7%	-$25.4K	0.02%	590
2022 Q1	$426K	Buy	19,812 +1,993	+11%	+$47.9K	0.02%	596
2021 Q4	$506K	Buy	+17,819	New	+$599K	0.03%	546

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

Vestmark Advisory Solutions's CERT Position: Q2 2023 in Review

Vestmark Advisory Solutions sold out of Certara (CERT) in Q2 2023, closing a stake of 17,791 shares — an estimated $429K sold.

Vestmark Advisory Solutions first reported a position in CERT in Q4 2021 and held it in 6 quarters. The position peaked at $506K in Q4 2021. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Vestmark Advisory Solutions reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 17,791 Certara shares in Q2 2023, an estimated $429K.
Vestmark Advisory Solutions first reported a position in Certara in Q4 2021 and held it in 6 quarters.
Vestmark Advisory Solutions's Certara position peaked at $506K in Q4 2021.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.