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Bellevue Asset Management’s Certara CERT Stock Holding History

Bellevue Asset 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
2024
Q3 		– Sell
-101
Closed -$1.4K – 462
2024
Q2 		$1.4K Hold
101
– – ﹤0.01% 442
2024
Q1 		$1.81K Hold
101
– – ﹤0.01% 419
2023
Q4 		$1.78K Hold
101
– – ﹤0.01% 416
2023
Q3 		$1.47K Hold
101
– – ﹤0.01% 420
2023
Q2 		$1.84K Hold
101
– – ﹤0.01% 413
2023
Q1 		$2.44K Buy
101
+22
+28% +$435 ﹤0.01% 388
2022
Q4 		$1.27K Hold
79
– – ﹤0.01% 461
2022
Q3 		$1K Hold
79
– – ﹤0.01% 462
2022
Q2 		$2K Hold
79
– – ﹤0.01% 397
2022
Q1 		$2K Sell
79
-15
-16% -$360 ﹤0.01% 445
2021
Q4 		$3K Sell
94
-7
-7% -$235 ﹤0.01% 434
2021
Q3 		$3K Hold
101
– – ﹤0.01% 446
2021
Q2 		$3K Sell
101
-10
-9% -$278 ﹤0.01% 439
2021
Q1 		$3K Buy
111
+79
+247% +$2.63K ﹤0.01% 499
2020
Q4 		$1K Buy
+32
New +$1.17K ﹤0.01% 620

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
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
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Bellevue Asset Management's CERT Position: Q3 2024 in Review

Bellevue Asset Management sold out of Certara (CERT) in Q3 2024, closing a stake of 101 shares — an estimated $1.4K sold.

Bellevue Asset Management first reported a position in CERT in Q4 2020 and held it in 15 quarters. The position peaked at $3K in Q4 2021. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Bellevue Asset Management reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 101 Certara shares in Q3 2024, an estimated $1.4K.
  • Bellevue Asset Management first reported a position in Certara in Q4 2020 and held it in 15 quarters.
  • Bellevue Asset Management's Certara position peaked at $3K in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Bellevue Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.