TWM
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Tradition Wealth Management’s Certara CERT Stock Holding History

Tradition Wealth Management’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
Q3 		– Sell
-3,669
Closed -$104K – 1167
2021
Q2 		$104K Buy
+3,669
New +$102K 0.02% 384

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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tradition Wealth Management's CERT Position: Q3 2021 in Review

Tradition Wealth Management sold out of Certara (CERT) in Q3 2021, closing a stake of 3,669 shares — an estimated $104K sold.

Tradition Wealth Management first reported a position in CERT in Q2 2021 and held it in 1 quarter. The position peaked at $104K in Q2 2021. 141 funds tracked by Wall St. Rank hold CERT as of Q3 2021.

  • Tradition Wealth Management reported no remaining Certara position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 3,669 Certara shares in Q3 2021, an estimated $104K.
  • Tradition Wealth Management first reported a position in Certara in Q2 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Certara position peaked at $104K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Certara as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.