Gradient Investments’s Certara CERT Stock Holding History

Gradient Investments’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 Q4	–	Sell	-52	Closed	-$1K	–	1533
2022 Q3	$1K	Buy	+52	New	+$961	﹤0.01%	1208

Other funds holding CERT

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

BlackRock New York $5.72T AUM 30.48% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gradient Investments's CERT Position: Q4 2022 in Review

Gradient Investments sold out of Certara (CERT) in Q4 2022, closing a stake of 52 shares — an estimated $1K sold.

Gradient Investments first reported a position in CERT in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold CERT as of Q4 2022.

Gradient Investments reported no remaining Certara position as of Q4 2022 after selling out during the quarter.
Gradient Investments sold 52 Certara shares in Q4 2022, an estimated $1K.
Gradient Investments first reported a position in Certara in Q3 2022 and held it in 1 quarter.
Gradient Investments's Certara position peaked at $1K in Q3 2022.
199 funds tracked by Wall St. Rank held Certara as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.