AWM
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Activest Wealth Management’s Certara CERT Stock Holding History

Activest 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
2026
Q1 		$803 Buy
+141
New +$1.08K ﹤0.01% 1042
2025
Q4 		– Sell
-1
Closed -$11 – 1172
2025
Q3 		$11 Hold
1
– – ﹤0.01% 1128
2025
Q2 		$11 Sell
1
-1
-50% -$12 ﹤0.01% 1018
2025
Q1 		$20 Sell
2
-131
-98% -$1.59K ﹤0.01% 1016
2024
Q4 		$1.42K Buy
133
+2
+2% +$22 ﹤0.01% 446
2024
Q3 		$1.53K Hold
131
– – ﹤0.01% 444
2024
Q2 		$1.81K Hold
131
– – ﹤0.01% 406
2024
Q1 		$2.34K Buy
+131
New +$2.26K ﹤0.01% 299
2023
Q4 		– Sell
-131
Closed -$1.91K – 359
2023
Q3 		$1.91K Hold
131
– – ﹤0.01% 273
2023
Q2 		$4.73K Hold
131
– – ﹤0.01% 236
2023
Q1 		$3.12K Hold
131
– – ﹤0.01% 234
2022
Q4 		$2.1K Hold
131
– – ﹤0.01% 401
2022
Q3 		$2K Hold
131
– – ﹤0.01% 391
2022
Q2 		$3K Hold
131
– – ﹤0.01% 292
2022
Q1 		$3K Hold
131
– – ﹤0.01% 278
2021
Q4 		$4K Buy
+131
New +$4.41K ﹤0.01% 268

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return