Commonwealth Equity Services
CERT icon

Commonwealth Equity Services’s Certara CERT Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-15,587
Closed -$279K – 4064
2024
Q1 		$279K Sell
15,587
-4,622
-23% -$79.7K ﹤0.01% 3338
2023
Q4 		$355K Buy
20,209
+1,154
+6% +$16.9K ﹤0.01% 3013
2023
Q3 		$277K Buy
19,055
+4,528
+31% +$76.1K ﹤0.01% 3101
2023
Q2 		$265K Buy
14,527
+3,118
+27% +$65.9K ﹤0.01% 3148
2023
Q1 		$275 Buy
11,409
+272
+2% +$5.37K ﹤0.01% 3035
2022
Q4 		$178K Sell
11,137
-815
-7% -$11.8K ﹤0.01% 3275
2022
Q3 		$158K Buy
+11,952
New +$221K ﹤0.01% 3270

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Commonwealth Equity Services's CERT Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Certara (CERT) in Q2 2024, closing a stake of 15,587 shares — an estimated $279K sold.

Commonwealth Equity Services first reported a position in CERT in Q3 2022 and held it in 7 quarters. The position peaked at $355K in Q4 2023. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 15,587 Certara shares in Q2 2024, an estimated $279K.
  • Commonwealth Equity Services first reported a position in Certara in Q3 2022 and held it in 7 quarters.
  • Commonwealth Equity Services's Certara position peaked at $355K in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.