Glassman Wealth Services’s Certara CERT Stock Holding History

Glassman Wealth Services’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
2021 Q4	–	Sell	-17	Closed	-$1K	–	1672
2021 Q3	$1K	Buy	+17	New	+$513	﹤0.01%	1302

Other funds holding CERT

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

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Glassman Wealth Services's CERT Position: Q4 2021 in Review

Glassman Wealth Services sold out of Certara (CERT) in Q4 2021, closing a stake of 17 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in CERT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 162 funds tracked by Wall St. Rank hold CERT as of Q4 2021.

Glassman Wealth Services reported no remaining Certara position as of Q4 2021 after selling out during the quarter.
Glassman Wealth Services sold 17 Certara shares in Q4 2021, an estimated $1K.
Glassman Wealth Services first reported a position in Certara in Q3 2021 and held it in 1 quarter.
Glassman Wealth Services's Certara position peaked at $1K in Q3 2021.
162 funds tracked by Wall St. Rank held Certara as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.