Lee Financial’s Certara CERT Stock Holding History

Lee Financial’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 Q1	–	Sell	-28	Closed	-$1K	–	787
2021 Q4	$1K	Buy	+28	New	+$942	﹤0.01%	825

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

Lee Financial's CERT Position: Q1 2022 in Review

Lee Financial sold out of Certara (CERT) in Q1 2022, closing a stake of 28 shares — an estimated $1K sold.

Lee Financial first reported a position in CERT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 164 funds tracked by Wall St. Rank hold CERT as of Q1 2022.

Lee Financial reported no remaining Certara position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 28 Certara shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in Certara in Q4 2021 and held it in 1 quarter.
Lee Financial's Certara position peaked at $1K in Q4 2021.
164 funds tracked by Wall St. Rank held Certara as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.