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PFS Investments’s Certara CERT Stock Holding History

PFS Investments’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
Q2 		$217K Buy
11,896
+1,205
+11% +$25.4K ﹤0.01% 486
2023
Q1 		$246K Buy
+10,691
New +$211K ﹤0.01% 461

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

PFS Investments's CERT Position: Q2 2023 in Review

PFS Investments increased its Certara (CERT) stake by 11% in Q2 2023, buying an estimated $25.4K and bringing the position to 11,896 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

PFS Investments first reported a position in CERT in Q1 2023 and has held it in 2 quarters since. The position peaked at $246K in Q1 2023. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

  • PFS Investments held 11,896 shares of Certara worth $217K as of Q2 2023.
  • PFS Investments bought 1,205 Certara shares in Q2 2023, an estimated $25.4K.
  • Certara made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #486 holding.
  • PFS Investments first reported a position in Certara in Q1 2023 and has held it in 2 quarters since.
  • PFS Investments's Certara position peaked at $246K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.