One Wealth Advisors’s Certara CERT Stock Holding History

One Wealth 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
2023 Q1	–	Sell	-763	Closed	-$12.3K	–	264
2022 Q4	$12.3K	Buy	+763	New	+$11.1K	﹤0.01%	605

Other funds holding CERT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

One Wealth Advisors's CERT Position: Q1 2023 in Review

One Wealth Advisors sold out of Certara (CERT) in Q1 2023, closing a stake of 763 shares — an estimated $12.3K sold.

One Wealth Advisors first reported a position in CERT in Q4 2022 and held it in 1 quarter. The position peaked at $12.3K in Q4 2022. 215 funds tracked by Wall St. Rank hold CERT as of Q1 2023.

One Wealth Advisors reported no remaining Certara position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 763 Certara shares in Q1 2023, an estimated $12.3K.
One Wealth Advisors first reported a position in Certara in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Certara position peaked at $12.3K in Q4 2022.
215 funds tracked by Wall St. Rank held Certara as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.