AF
CERT icon

Allworth Financial’s Certara CERT Stock Holding History

Allworth Financial’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 		$3.65K Buy
640
+398
+164% +$3.04K ﹤0.01% 4128
2025
Q4 		$2.13K Sell
242
-148
-38% -$1.52K ﹤0.01% 4098
2025
Q3 		$4.77K Buy
390
+335
+609% +$3.66K ﹤0.01% 3581
2025
Q2 		$644 Sell
55
-25
-31% -$296 ﹤0.01% 4072
2025
Q1 		$1.15K Sell
80
-40
-33% -$486 ﹤0.01% 3418
2024
Q4 		$1.56K Buy
120
+85
+243% +$923 ﹤0.01% 3239
2024
Q3 		$410 Buy
35
+11
+46% +$145 ﹤0.01% 3465
2024
Q2 		$386 Buy
24
+15
+167% +$246 ﹤0.01% 3439
2024
Q1 		$161 Hold
9
– – ﹤0.01% 3467
2023
Q4 		$159 Sell
9
-21
-70% -$308 ﹤0.01% 3309
2023
Q3 		$437 Buy
30
+19
+173% +$319 ﹤0.01% 3073
2023
Q2 		$201 Hold
11
– – ﹤0.01% 3095
2023
Q1 		$266 Hold
11
– – ﹤0.01% 2953
2022
Q4 		$177 Buy
+11
New +$160 ﹤0.01% 2811

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