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Cetera Advisor Networks’s Certara CERT Stock Holding History

Cetera Advisor Networks’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
-50,781
Closed -$1.22M – 2619
2023
Q1 		$1.22M Sell
50,781
-220
-0.4% -$4.35K 0.01% 1115
2022
Q4 		$820K Buy
+51,001
New +$740K 0.01% 1292

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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

Cetera Advisor Networks's CERT Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Certara (CERT) in Q2 2023, closing a stake of 50,781 shares — an estimated $1.22M sold.

Cetera Advisor Networks first reported a position in CERT in Q4 2022 and held it in 2 quarters. The position peaked at $1.22M in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

  • Cetera Advisor Networks reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 50,781 Certara shares in Q2 2023, an estimated $1.22M.
  • Cetera Advisor Networks first reported a position in Certara in Q4 2022 and held it in 2 quarters.
  • Cetera Advisor Networks's Certara position peaked at $1.22M in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.