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Ellevest Inc’s Certara CERT Stock Holding History

Ellevest Inc’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
-31
Closed -$747 – 578
2023
Q1 		$747 Buy
31
+5
+19% +$99 ﹤0.01% 1620
2022
Q4 		$418 Buy
26
+23
+767% +$334 ﹤0.01% 1644
2022
Q3 		$0 Buy
+3
New +$55 ﹤0.01% 1640
2022
Q2 		– Sell
-53
Closed -$1K – 1427
2022
Q1 		$1K Buy
+53
New +$1.27K ﹤0.01% 1268

Other funds holding CERT

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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

Ellevest Inc's CERT Position: Q2 2023 in Review

Ellevest Inc sold out of Certara (CERT) in Q2 2023, closing a stake of 31 shares — an estimated $747 sold.

Ellevest Inc first reported a position in CERT in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

  • Ellevest Inc reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 31 Certara shares in Q2 2023, an estimated $747.
  • Ellevest Inc first reported a position in Certara in Q1 2022 and held it in 4 quarters.
  • Ellevest Inc's Certara position peaked at $1K in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.