HWMA
CERT icon

Heritage Wealth Management (Arizona)’s Certara CERT Stock Holding History

Heritage Wealth Management (Arizona)’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 		$178K Buy
11,052
+5,555
+101% +$80.6K 0.03% 344
2022
Q3 		$73K Buy
5,497
+28
+0.5% +$517 0.02% 357
2022
Q2 		$117K Sell
5,469
-55
-1% -$1.09K 0.04% 310
2022
Q1 		$119K Buy
+5,524
New +$133K 0.03% 347

Other funds holding CERT

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CERT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Certara (CERT) stake by 101% in Q4 2022, buying an estimated $80.6K and bringing the position to 11,052 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #344.

Heritage Wealth Management (Arizona) first reported a position in CERT in Q1 2022 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold CERT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 11,052 shares of Certara worth $178K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 5,555 Certara shares in Q4 2022, an estimated $80.6K.
  • Certara made up 0.03% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #344 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Certara in Q1 2022 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Certara as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.