CFA
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Carroll Financial Associates’s Certara CERT Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$13K Hold
457
– – ﹤0.01% 1084
2021
Q3 		$15K Buy
+457
New +$13.8K ﹤0.01% 1066

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's CERT Position: Q4 2021 in Review

Carroll Financial Associates held its Certara (CERT) position steady in Q4 2021 at 457 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Carroll Financial Associates first reported a position in CERT in Q3 2021 and has held it in 2 quarters since. The position peaked at $15K in Q3 2021. 162 funds tracked by Wall St. Rank hold CERT as of Q4 2021.

  • Carroll Financial Associates held 457 shares of Certara worth $13K as of Q4 2021.
  • Carroll Financial Associates left its Certara share count unchanged in Q4 2021.
  • Certara made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1084 holding.
  • Carroll Financial Associates first reported a position in Certara in Q3 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's Certara position peaked at $15K in Q3 2021.
  • 162 funds tracked by Wall St. Rank held Certara as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.