Advisors Asset Management’s Certara CERT Stock Holding History

Advisors Asset 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
2024 Q4	–	Sell	-1,475	Closed	-$17.3K	–	1486
2024 Q3	$17.3K	Sell	1,475 -169	-10%	-$2.23K	﹤0.01%	1381
2024 Q2	$22.8K	Sell	1,644 -1,476	-47%	-$24.2K	﹤0.01%	1357
2024 Q1	$55.8K	Sell	3,120 -1,749	-36%	-$30.2K	﹤0.01%	1274
2023 Q4	$85.6K	Buy	4,869 +159	+3%	+$2.33K	﹤0.01%	1214
2023 Q3	$68.5K	Buy	4,710 +1,414	+43%	+$23.8K	﹤0.01%	1236
2023 Q2	$60K	Buy	3,296 +188	+6%	+$3.97K	﹤0.01%	1257
2023 Q1	$74.9K	Buy	3,108 +1,702	+121%	+$33.6K	﹤0.01%	1257
2022 Q4	$22.6K	Buy	+1,406	New	+$20.4K	﹤0.01%	1422

Other funds holding CERT

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisors Asset Management's CERT Position: Q4 2024 in Review

Advisors Asset Management sold out of Certara (CERT) in Q4 2024, closing a stake of 1,475 shares — an estimated $17.3K sold.

Advisors Asset Management first reported a position in CERT in Q4 2022 and held it in 8 quarters. The position peaked at $85.6K in Q4 2023. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

Advisors Asset Management reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
Advisors Asset Management sold 1,475 Certara shares in Q4 2024, an estimated $17.3K.
Advisors Asset Management first reported a position in Certara in Q4 2022 and held it in 8 quarters.
Advisors Asset Management's Certara position peaked at $85.6K in Q4 2023.
222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on Advisors Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.