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Steward Financial Group’s Certara CERT Stock Holding History

Steward 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
2023
Q3 		$0 Buy
+25
New +$420 ﹤0.01% 1355
2023
Q2 		– Sell
-5
Closed – – 553
2023
Q1 		$0 Buy
5
+4
+400% +$79 ﹤0.01% 746
2022
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 583

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Steward Financial Group's CERT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Certara (CERT) in Q3 2023: 25 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CERT as recently as Q1 2023.

Steward Financial Group first reported a position in CERT in Q4 2022 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold CERT as of Q3 2023.

  • Steward Financial Group held 25 shares of Certara worth $0 as of Q3 2023.
  • Certara was a new Steward Financial Group position in Q3 2023.
  • Certara made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1355 holding.
  • Steward Financial Group first reported a position in Certara in Q4 2022 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Certara as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.