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Baldwin Wealth Partners’s Certara CERT Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-14,641
Closed -$171K – 359
2024
Q3 		$171K Buy
+14,641
New +$193K 0.01% 351

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Baldwin Wealth Partners's CERT Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Certara (CERT) in Q4 2024, closing a stake of 14,641 shares — an estimated $171K sold.

Baldwin Wealth Partners first reported a position in CERT in Q3 2024 and held it in 1 quarter. The position peaked at $171K in Q3 2024. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 14,641 Certara shares in Q4 2024, an estimated $171K.
  • Baldwin Wealth Partners first reported a position in Certara in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Certara position peaked at $171K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.