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KLR Investment Advisors’s Certara CERT Stock Holding History

KLR Investment Advisors’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
2024
Q1 		$268K Sell
16,587
-1,235
-7% -$21.3K 0.19% 152
2023
Q4 		$313K Buy
+17,822
New +$261K 0.23% 137
2023
Q3 		– Sell
-11,100
Closed -$202K – 173
2023
Q2 		$202K Buy
+11,100
New +$234K 0.17% 175

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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KLR Investment Advisors's CERT Position: Q1 2024 in Review

KLR Investment Advisors reduced its Certara (CERT) stake by 6.9% in Q1 2024, selling an estimated $21.3K and leaving 16,587 shares worth $268K. The position accounts for 0.19% of the portfolio, ranked #152.

KLR Investment Advisors first reported a position in CERT in Q2 2023 and has held it in 3 quarters since. The position peaked at $313K in Q4 2023. 219 funds tracked by Wall St. Rank hold CERT as of Q1 2024.

  • KLR Investment Advisors held 16,587 shares of Certara worth $268K as of Q1 2024.
  • KLR Investment Advisors sold 1,235 Certara shares in Q1 2024, an estimated $21.3K.
  • Certara made up 0.19% of KLR Investment Advisors's portfolio in Q1 2024, its #152 holding.
  • KLR Investment Advisors first reported a position in Certara in Q2 2023 and has held it in 3 quarters since.
  • KLR Investment Advisors's Certara position peaked at $313K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Certara as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.