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Atria Wealth Solutions’s Certara CERT Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-16,792
Closed -$300K – 1947
2024
Q1 		$300K Buy
+16,792
New +$290K ﹤0.01% 1555
2022
Q2 		– Sell
-10,171
Closed -$218K – 1666
2022
Q1 		$218K Buy
+10,171
New +$244K ﹤0.01% 1531

Other funds holding CERT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's CERT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Certara (CERT) in Q2 2024, closing a stake of 16,792 shares — an estimated $300K sold.

Atria Wealth Solutions first reported a position in CERT in Q1 2022 and held it in 2 quarters. The position peaked at $300K in Q1 2024. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 16,792 Certara shares in Q2 2024, an estimated $300K.
  • Atria Wealth Solutions first reported a position in Certara in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Certara position peaked at $300K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.