Avior Wealth Management’s Certara CERT Stock Holding History

Avior Wealth Management’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	-172	Closed	-$1.83K	–	1007
2024 Q4	$1.83K	Buy	172 +33	+24%	+$358	﹤0.01%	2129
2024 Q3	$1.63K	Hold	139	–	–	﹤0.01%	2009
2024 Q2	$1.93K	Hold	139	–	–	﹤0.01%	1947
2024 Q1	$2.48K	Buy	+139	New	+$2.4K	﹤0.01%	2241

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

Avior Wealth Management's CERT Position: Q1 2025 in Review

Avior Wealth Management sold out of Certara (CERT) in Q1 2025, closing a stake of 172 shares — an estimated $1.83K sold.

Avior Wealth Management first reported a position in CERT in Q1 2024 and held it in 4 quarters. The position peaked at $2.48K in Q1 2024. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

Avior Wealth Management reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 172 Certara shares in Q1 2025, an estimated $1.83K.
Avior Wealth Management first reported a position in Certara in Q1 2024 and held it in 4 quarters.
Avior Wealth Management's Certara position peaked at $2.48K in Q1 2024.
239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.