AssetMark Inc’s Certara CERT Stock Holding History

AssetMark Inc’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	-500	Closed	-$5.33K	–	2641
2024 Q4	$5.33K	Buy	+500	New	+$5.43K	﹤0.01%	1914

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

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

AssetMark Inc's CERT Position: Q1 2025 in Review

AssetMark Inc sold out of Certara (CERT) in Q1 2025, closing a stake of 500 shares — an estimated $5.33K sold.

AssetMark Inc first reported a position in CERT in Q4 2024 and held it in 1 quarter. The position peaked at $5.33K in Q4 2024. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

AssetMark Inc reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
AssetMark Inc sold 500 Certara shares in Q1 2025, an estimated $5.33K.
AssetMark Inc first reported a position in Certara in Q4 2024 and held it in 1 quarter.
AssetMark Inc's Certara position peaked at $5.33K in Q4 2024.
239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.