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Financial Gravity Asset Management’s Certara CERT Stock Holding History

Financial Gravity Asset Management’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
-2
Closed -$26 – 1974
2023
Q4 		$26 Hold
2
– – ﹤0.01% 1409
2023
Q3 		$26 Sell
2
-16
-89% -$269 ﹤0.01% 1110
2023
Q2 		$613 Buy
+18
New +$380 ﹤0.01% 959

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

Financial Gravity Asset Management's CERT Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Certara (CERT) in Q1 2024, closing a stake of 2 shares — an estimated $26 sold.

Financial Gravity Asset Management first reported a position in CERT in Q2 2023 and held it in 3 quarters. The position peaked at $613 in Q2 2023. 219 funds tracked by Wall St. Rank hold CERT as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Certara position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Certara shares in Q1 2024, an estimated $26.
  • Financial Gravity Asset Management first reported a position in Certara in Q2 2023 and held it in 3 quarters.
  • Financial Gravity Asset Management's Certara position peaked at $613 in Q2 2023.
  • 219 funds tracked by Wall St. Rank held Certara as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.