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Capital Advisors Ltd’s Certara CERT Stock Holding History

Capital Advisors Ltd’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
-16
Closed – – 1400
2024
Q2 		$0 Sell
16
-8
-33% -$131 ﹤0.01% 1409
2024
Q1 		$0 Hold
24
– – ﹤0.01% 1377
2023
Q4 		$0 Sell
24
-15
-38% -$220 ﹤0.01% 1311
2023
Q3 		$1K Hold
39
– – ﹤0.01% 1094
2023
Q2 		$1K Hold
39
– – ﹤0.01% 1105
2023
Q1 		$1K Hold
39
– – ﹤0.01% 1002
2022
Q4 		$1K Buy
39
+26
+200% +$377 ﹤0.01% 964
2022
Q3 		$0 Sell
13
-12
-48% -$222 ﹤0.01% 1265
2022
Q2 		$1K Buy
25
+13
+108% +$257 ﹤0.01% 737
2022
Q1 		$0 Buy
+12
New +$288 ﹤0.01% 933

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

Capital Advisors Ltd's CERT Position: Q3 2024 in Review

Capital Advisors Ltd sold out of Certara (CERT) in Q3 2024, closing a stake of 16 shares.

Capital Advisors Ltd first reported a position in CERT in Q1 2022 and held it in 10 quarters. The position peaked at $1K in Q3 2023. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Capital Advisors Ltd reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 16 Certara shares in Q3 2024.
  • Capital Advisors Ltd first reported a position in Certara in Q1 2022 and held it in 10 quarters.
  • Capital Advisors Ltd's Certara position peaked at $1K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Capital Advisors Ltd's 13F filing for Q3 2024, filed 24 Oct 2024.