CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Certara CERT Stock Holding History

CAPTRUST Financial Advisors’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
-15,370
Closed -$180K – 2310
2024
Q3 		$180K Sell
15,370
-6,396
-29% -$84.4K ﹤0.01% 2148
2024
Q2 		$301K Buy
21,766
+2,786
+15% +$45.8K ﹤0.01% 1812
2024
Q1 		$339K Sell
18,980
-1,012
-5% -$17.5K ﹤0.01% 1707
2023
Q4 		$352K Buy
19,992
+2,247
+13% +$32.9K ﹤0.01% 2004
2023
Q3 		$258K Buy
17,745
+625
+4% +$10.5K ﹤0.01% 2100
2023
Q2 		$312K Sell
17,120
-3,502
-17% -$74K ﹤0.01% 1942
2023
Q1 		$497K Buy
20,622
+2,525
+14% +$49.9K ﹤0.01% 1414
2022
Q4 		$291K Buy
+18,097
New +$262K ﹤0.01% 1684
2022
Q3 		– Sell
-9,230
Closed -$198K – 2395
2022
Q2 		$198K Buy
9,230
+4,602
+99% +$90.8K ﹤0.01% 1701
2022
Q1 		$99K Buy
4,628
+2,665
+136% +$64K ﹤0.01% 2277
2021
Q4 		$56K Buy
1,963
+1,059
+117% +$35.6K ﹤0.01% 2577
2021
Q3 		$30K Buy
904
+296
+49% +$8.93K ﹤0.01% 2897
2021
Q2 		$17K Buy
608
+57
+10% +$1.58K ﹤0.01% 3206
2021
Q1 		$15K Buy
551
+351
+176% +$11.7K ﹤0.01% 3182
2020
Q4 		$7K Buy
+200
New +$7.33K ﹤0.01% 2693

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
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
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
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's CERT Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of Certara (CERT) in Q4 2024, closing a stake of 15,370 shares — an estimated $180K sold.

CAPTRUST Financial Advisors first reported a position in CERT in Q4 2020 and held it in 15 quarters. The position peaked at $497K in Q1 2023. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,370 Certara shares in Q4 2024, an estimated $180K.
  • CAPTRUST Financial Advisors first reported a position in Certara in Q4 2020 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Certara position peaked at $497K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.