Xponance’s Certara CERT Stock Holding History

Xponance’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	-11,569	Closed	-$279K	–	1264
2023 Q1	$279K	Sell	11,569 -28	-0.2%	-$553	﹤0.01%	1059
2022 Q4	$186K	Buy	+11,597	New	+$168K	﹤0.01%	1127
2022 Q3	–	Sell	-9,347	Closed	-$201K	–	1200
2022 Q2	$201K	Buy	+9,347	New	+$185K	﹤0.01%	1095
2022 Q1	–	Sell	-7,138	Closed	-$203K	–	1173
2021 Q4	$203K	Buy	+7,138	New	+$240K	﹤0.01%	1123

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

Xponance's CERT Position: Q2 2023 in Review

Xponance sold out of Certara (CERT) in Q2 2023, closing a stake of 11,569 shares — an estimated $279K sold.

Xponance first reported a position in CERT in Q4 2021 and held it in 4 quarters. The position peaked at $279K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

Xponance reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
Xponance sold 11,569 Certara shares in Q2 2023, an estimated $279K.
Xponance first reported a position in Certara in Q4 2021 and held it in 4 quarters.
Xponance's Certara position peaked at $279K in Q1 2023.
210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Xponance's 13F filing for Q2 2023, filed 14 Jul 2023.