Claris Advisors’s Certara CERT Stock Holding History

Claris 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	-2	Closed	-$23	–	262
2024 Q3	$23	Buy	+2	New	+$26	﹤0.01%	1219

Other funds holding CERT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Austin, Texas $24B AUM 29.51% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Claris Advisors's CERT Position: Q4 2024 in Review

Claris Advisors sold out of Certara (CERT) in Q4 2024, closing a stake of 2 shares — an estimated $23 sold.

Claris Advisors first reported a position in CERT in Q3 2024 and held it in 1 quarter. The position peaked at $23 in Q3 2024. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

Claris Advisors reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Certara shares in Q4 2024, an estimated $23.
Claris Advisors first reported a position in Certara in Q3 2024 and held it in 1 quarter.
Claris Advisors's Certara position peaked at $23 in Q3 2024.
222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.