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Voya Financial Advisors’s Certara CERT Stock Holding History

Voya Financial 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
Q2 		– Sell
-16,912
Closed -$403K – 240
2023
Q1 		$403K Sell
16,912
-2,760
-14% -$54.5K 0.05% 149
2022
Q4 		$318K Sell
19,672
-6,582
-25% -$95.4K 0.04% 179
2022
Q3 		$349K Buy
26,254
+458
+2% +$8.46K 0.05% 170
2022
Q2 		$554K Sell
25,796
-312
-1% -$6.16K 0.07% 134
2022
Q1 		$574K Sell
26,108
-705
-3% -$16.9K 0.07% 142
2021
Q4 		$764K Buy
+26,813
New +$902K 0.09% 121

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Voya Financial Advisors's CERT Position: Q2 2023 in Review

Voya Financial Advisors sold out of Certara (CERT) in Q2 2023, closing a stake of 16,912 shares — an estimated $403K sold.

Voya Financial Advisors first reported a position in CERT in Q4 2021 and held it in 6 quarters. The position peaked at $764K in Q4 2021. 210 funds tracked by Wall St. Rank hold CERT as of Q2 2023.

  • Voya Financial Advisors reported no remaining Certara position as of Q2 2023 after selling out during the quarter.
  • Voya Financial Advisors sold 16,912 Certara shares in Q2 2023, an estimated $403K.
  • Voya Financial Advisors first reported a position in Certara in Q4 2021 and held it in 6 quarters.
  • Voya Financial Advisors's Certara position peaked at $764K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Certara as of Q2 2023.

Based on Voya Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.