FourThought Financial’s Certara CERT Stock Holding History

FourThought Financial’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
2022 Q3	$35K	Hold	2,638	–	–	0.01%	711
2022 Q2	$57K	Buy	2,638 +232	+10%	+$4.58K	0.01%	565
2022 Q1	$52K	Buy	2,406 +406	+20%	+$9.76K	0.01%	651
2021 Q4	$57K	Hold	2,000	–	–	0.01%	626
2021 Q3	$66K	Hold	2,000	–	–	0.01%	605
2021 Q2	$56K	Sell	2,000 -37	-2%	-$1.03K	0.01%	672
2021 Q1	$55K	Buy	+2,037	New	+$67.8K	0.01%	666

Other funds holding CERT

EFM

EQT Fund Management Luxembourg $1.02B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FourThought Financial's CERT Position: Q3 2022 in Review

FourThought Financial held its Certara (CERT) position steady in Q3 2022 at 2,638 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #711.

FourThought Financial first reported a position in CERT in Q1 2021 and has held it in 7 quarters since. The position peaked at $66K in Q3 2021. 192 funds tracked by Wall St. Rank hold CERT as of Q3 2022.

FourThought Financial held 2,638 shares of Certara worth $35K as of Q3 2022.
FourThought Financial left its Certara share count unchanged in Q3 2022.
Certara made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #711 holding.
FourThought Financial first reported a position in Certara in Q1 2021 and has held it in 7 quarters since.
FourThought Financial's Certara position peaked at $66K in Q3 2021.
192 funds tracked by Wall St. Rank held Certara as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.