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Abound Wealth Management’s Certara CERT Stock Holding History

Abound 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
2025
Q1 		– Sell
-15
Closed -$160 – 1282
2024
Q4 		$160 Hold
15
– – ﹤0.01% 1155
2024
Q3 		$176 Hold
15
– – ﹤0.01% 1231
2024
Q2 		$208 Hold
15
– – ﹤0.01% 1099
2024
Q1 		$269 Hold
15
– – ﹤0.01% 1169
2023
Q4 		$264 Buy
15
+5
+50% +$73 ﹤0.01% 1211
2023
Q3 		$146 Hold
10
– – ﹤0.01% 1132
2023
Q2 		$183 Buy
+10
New +$211 ﹤0.01% 1160

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abound Wealth Management's CERT Position: Q1 2025 in Review

Abound Wealth Management sold out of Certara (CERT) in Q1 2025, closing a stake of 15 shares — an estimated $160 sold.

Abound Wealth Management first reported a position in CERT in Q2 2023 and held it in 7 quarters. The position peaked at $269 in Q1 2024. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

  • Abound Wealth Management reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 15 Certara shares in Q1 2025, an estimated $160.
  • Abound Wealth Management first reported a position in Certara in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's Certara position peaked at $269 in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.