CPG
CERT icon

Cornerstone Planning Group’s Certara CERT Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-49
Closed -$862 – 1116
2023
Q4 		$862 Hold
49
– – ﹤0.01% 737
2023
Q3 		$712 Sell
49
-64
-57% -$1.08K ﹤0.01% 846
2023
Q2 		$2.06K Buy
+113
New +$2.39K ﹤0.01% 1141
2022
Q4 		$16.3K Buy
+896
New +$13K 0.01% 481

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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 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
WA
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's CERT Position: Q1 2024 in Review

Cornerstone Planning Group sold out of Certara (CERT) in Q1 2024, closing a stake of 49 shares — an estimated $862 sold.

Cornerstone Planning Group first reported a position in CERT in Q4 2022 and held it in 4 quarters. The position peaked at $16.3K in Q4 2022. 219 funds tracked by Wall St. Rank hold CERT as of Q1 2024.

  • Cornerstone Planning Group reported no remaining Certara position as of Q1 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 49 Certara shares in Q1 2024, an estimated $862.
  • Cornerstone Planning Group first reported a position in Certara in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Certara position peaked at $16.3K in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Certara as of Q1 2024.

Based on Cornerstone Planning Group's 13F filing for Q1 2024, filed 7 May 2024.