Avantax Advisory Services’s Certara CERT Stock Holding History

Avantax Advisory Services’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 Q2	$559K	Sell	47,814 -3,974	-8%	-$47K	﹤0.01%	1519
2025 Q1	$513K	Buy	51,788 +17,931	+53%	+$218K	﹤0.01%	1486
2024 Q4	$361K	Sell	33,857 -17,660	-34%	-$192K	﹤0.01%	1662
2024 Q3	$603K	Sell	51,517 -4,939	-9%	-$65.2K	﹤0.01%	1290
2024 Q2	$782K	Buy	+56,456	New	+$927K	0.01%	1114

Other funds holding CERT

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

Avantax Advisory Services's CERT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Certara (CERT) stake by 7.7% in Q2 2025, selling an estimated $47K and leaving 47,814 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Avantax Advisory Services first reported a position in CERT in Q2 2024 and has held it in 5 quarters since. The position peaked at $782K in Q2 2024. 235 funds tracked by Wall St. Rank hold CERT as of Q2 2025.

Avantax Advisory Services held 47,814 shares of Certara worth $559K as of Q2 2025.
Avantax Advisory Services sold 3,974 Certara shares in Q2 2025, an estimated $47K.
Certara made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1519 holding.
Avantax Advisory Services first reported a position in Certara in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Certara position peaked at $782K in Q2 2024.
235 funds tracked by Wall St. Rank held Certara as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.