Wipfli Financial Advisors’s Certara CERT Stock Holding History

Wipfli 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
2022 Q3	$4K	Buy	+302	New	+$5.58K	﹤0.01%	2128

Other funds holding CERT

EFM

EQT Fund Management Luxembourg $1.02B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's CERT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Certara (CERT) in Q3 2022: 302 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings.

192 funds tracked by Wall St. Rank hold CERT as of Q3 2022.

Wipfli Financial Advisors held 302 shares of Certara worth $4K as of Q3 2022.
Certara was a new Wipfli Financial Advisors position in Q3 2022.
Certara made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2128 holding.
192 funds tracked by Wall St. Rank held Certara as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.