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Cherry Tree Wealth Management’s Certara CERT Stock Holding History

Cherry Tree 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
Q4 		– Sell
-100
Closed -$1.22K – 598
2025
Q3 		$1.22K Hold
100
– – ﹤0.01% 533
2025
Q2 		$1.17K Hold
100
– – ﹤0.01% 549
2025
Q1 		$990 Hold
100
– – ﹤0.01% 679
2024
Q4 		$1.06K Hold
100
– – ﹤0.01% 571
2024
Q3 		$1.17K Hold
100
– – ﹤0.01% 558
2024
Q2 		$1.39K Hold
100
– – ﹤0.01% 533
2024
Q1 		$1.79K Hold
100
– – ﹤0.01% 516
2023
Q4 		$1.76K Hold
100
– – ﹤0.01% 514
2023
Q3 		$1.45K Hold
100
– – ﹤0.01% 505
2023
Q2 		$1.82K Buy
+100
New +$2.11K ﹤0.01% 500

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return