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Next Financial Group’s Certara CERT Stock Holding History

Next Financial Group’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
2021
Q4 		$305K Buy
10,755
+10,731
+44,713% +$361K 0.02% 722
2021
Q3 		$1K Sell
24
-76
-76% -$2.29K ﹤0.01% 2586
2021
Q2 		$3K Sell
100
-200
-67% -$5.55K ﹤0.01% 2304
2021
Q1 		$8K Buy
300
+100
+50% +$3.33K ﹤0.01% 1940
2020
Q4 		$7K Buy
+200
New +$7.33K ﹤0.01% 1871

Other funds holding CERT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's CERT Position: Q4 2021 in Review

Next Financial Group increased its Certara (CERT) stake by 44,713% in Q4 2021, buying an estimated $361K and bringing the position to 10,755 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #722.

Next Financial Group first reported a position in CERT in Q4 2020 and has held it in 5 quarters since. 162 funds tracked by Wall St. Rank hold CERT as of Q4 2021.

  • Next Financial Group held 10,755 shares of Certara worth $305K as of Q4 2021.
  • Next Financial Group bought 10,731 Certara shares in Q4 2021, an estimated $361K.
  • Certara made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #722 holding.
  • Next Financial Group first reported a position in Certara in Q4 2020 and has held it in 5 quarters since.
  • 162 funds tracked by Wall St. Rank held Certara as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.