Advisors Asset Management’s Certara CERT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,475
Closed -$17.3K 1486
2024
Q3
$17.3K Sell
1,475
-169
-10% -$1.98K ﹤0.01% 1381
2024
Q2
$22.8K Sell
1,644
-1,476
-47% -$20.4K ﹤0.01% 1357
2024
Q1
$55.8K Sell
3,120
-1,749
-36% -$31.3K ﹤0.01% 1274
2023
Q4
$85.6K Buy
4,869
+159
+3% +$2.8K ﹤0.01% 1214
2023
Q3
$68.5K Buy
4,710
+1,414
+43% +$20.6K ﹤0.01% 1236
2023
Q2
$60K Buy
3,296
+188
+6% +$3.42K ﹤0.01% 1257
2023
Q1
$74.9K Buy
3,108
+1,702
+121% +$41K ﹤0.01% 1257
2022
Q4
$22.6K Buy
+1,406
New +$22.6K ﹤0.01% 1422