Operose Advisors’s Certara CERT Stock Holding History

Operose 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 Q4	–	Sell	-1,003	Closed	-$14.6K	–	627
2023 Q3	$14.6K	Buy	+1,003	New	+$16.9K	0.01%	524

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

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 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

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

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

Operose Advisors's CERT Position: Q4 2023 in Review

Operose Advisors sold out of Certara (CERT) in Q4 2023, closing a stake of 1,003 shares — an estimated $14.6K sold.

Operose Advisors first reported a position in CERT in Q3 2023 and held it in 1 quarter. The position peaked at $14.6K in Q3 2023. 212 funds tracked by Wall St. Rank hold CERT as of Q4 2023.

Operose Advisors reported no remaining Certara position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 1,003 Certara shares in Q4 2023, an estimated $14.6K.
Operose Advisors first reported a position in Certara in Q3 2023 and held it in 1 quarter.
Operose Advisors's Certara position peaked at $14.6K in Q3 2023.
212 funds tracked by Wall St. Rank held Certara as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.