IWP
CERT icon

Icon Wealth Partners’s Certara CERT Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$123K Sell
8,472
-6,447
-43% -$108K 0.01% 350
2023
Q2 		$272K Sell
14,919
-2,041
-12% -$43.1K 0.03% 270
2023
Q1 		$409K Buy
+16,960
New +$335K 0.04% 214
2022
Q2 		$425K Sell
19,781
-4,301
-18% -$84.9K 0.05% 202
2022
Q1 		$517K Buy
24,082
+15,921
+195% +$383K 0.05% 204
2021
Q4 		$232K Sell
8,161
-18,754
-70% -$631K 0.02% 295
2021
Q3 		$891K Buy
+26,915
New +$812K 0.09% 168

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Icon Wealth Partners's CERT Position: Q3 2023 in Review

Icon Wealth Partners reduced its Certara (CERT) stake by 43% in Q3 2023, selling an estimated $108K and leaving 8,472 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #350.

Icon Wealth Partners first reported a position in CERT in Q3 2021 and has held it in 7 quarters since. The position peaked at $891K in Q3 2021. 201 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

  • Icon Wealth Partners held 8,472 shares of Certara worth $123K as of Q3 2023.
  • Icon Wealth Partners sold 6,447 Certara shares in Q3 2023, an estimated $108K.
  • Certara made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #350 holding.
  • Icon Wealth Partners first reported a position in Certara in Q3 2021 and has held it in 7 quarters since.
  • Icon Wealth Partners's Certara position peaked at $891K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.