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Whittier Trust’s Certara CERT Stock Holding History

Whittier Trust’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
2024
Q2 		– Sell
-1,288
Closed -$23K – 1530
2024
Q1 		$23K Buy
+1,288
New +$22.2K ﹤0.01% 1097

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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
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
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
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

Whittier Trust's CERT Position: Q2 2024 in Review

Whittier Trust sold out of Certara (CERT) in Q2 2024, closing a stake of 1,288 shares — an estimated $23K sold.

Whittier Trust first reported a position in CERT in Q1 2024 and held it in 1 quarter. The position peaked at $23K in Q1 2024. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • Whittier Trust reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 1,288 Certara shares in Q2 2024, an estimated $23K.
  • Whittier Trust first reported a position in Certara in Q1 2024 and held it in 1 quarter.
  • Whittier Trust's Certara position peaked at $23K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.