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Certara Ord shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Certara Ord (CERT) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Certara Ord

Tip: Access up to 7 years of quarterly data

All positions including Certara Ord held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Certara Ord by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8k 100 17.59
2023-09-30 $1.5k 100 14.54
2023-06-30 $1.8k 100 18.21

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
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Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Cherry Tree Wealth Management

Top funds holding Certara Ord

Vanguard Group
Mubadala Investment Co PJSC
Baillie Gifford & Co
William Blair Investment Management
Daniel D. Thurber
Arrowpoint Asset Management
ClearBridge Advisors
Jpmorgan Chase & Co
Geneva Capital Management
Riverbrige Partners
Massachusetts Financial Services
Dimensional Fund Advisors
Franklin Resources
Royal Bank of Canada
Bamco

View all funds holding Certara Ord