Cerity Partners’s Certara CERT Stock Holding History

Cerity Partners’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	-11,597	Closed	-$207K	–	2258
2024 Q1	$207K	Buy	+11,597	New	+$200K	﹤0.01%	2097

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

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cerity Partners's CERT Position: Q2 2024 in Review

Cerity Partners sold out of Certara (CERT) in Q2 2024, closing a stake of 11,597 shares — an estimated $207K sold.

Cerity Partners first reported a position in CERT in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

Cerity Partners reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
Cerity Partners sold 11,597 Certara shares in Q2 2024, an estimated $207K.
Cerity Partners first reported a position in Certara in Q1 2024 and held it in 1 quarter.
Cerity Partners's Certara position peaked at $207K in Q1 2024.
215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on Cerity Partners's 13F filing for Q2 2024, filed 13 Aug 2024.