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Concourse Financial Group Securities’s Certara CERT Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-210
Closed -$2.73K – 328
2024
Q4 		$2.73K Sell
210
-64
-23% -$695 ﹤0.01% 1981
2024
Q3 		$3.21K Sell
274
-32
-10% -$422 ﹤0.01% 1931
2024
Q2 		$4.24K Hold
306
– – ﹤0.01% 1898
2024
Q1 		$5.47K Sell
306
-7
-2% -$121 ﹤0.01% 1858
2023
Q4 		$5.5K Sell
313
-88
-22% -$1.29K ﹤0.01% 1818
2023
Q3 		$5.83K Sell
401
-71
-15% -$1.19K ﹤0.01% 1778
2023
Q2 		$8.6K Sell
472
-40
-8% -$845 ﹤0.01% 1693
2023
Q1 		$12.3K Sell
512
-176
-26% -$3.48K ﹤0.01% 1606
2022
Q4 		$11.1K Sell
688
-130
-16% -$1.89K ﹤0.01% 1623
2022
Q3 		$11K Buy
818
+74
+10% +$1.37K ﹤0.01% 1455
2022
Q2 		$16K Sell
744
-85
-10% -$1.68K ﹤0.01% 1507
2022
Q1 		$18K Sell
829
-850
-51% -$20.4K ﹤0.01% 1514
2021
Q4 		$48K Sell
1,679
-192
-10% -$6.46K ﹤0.01% 1305
2021
Q3 		$62K Buy
+1,871
New +$56.5K ﹤0.01% 1217

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Concourse Financial Group Securities's CERT Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Certara (CERT) in Q1 2025, closing a stake of 210 shares — an estimated $2.73K sold.

Concourse Financial Group Securities first reported a position in CERT in Q3 2021 and held it in 14 quarters. The position peaked at $62K in Q3 2021. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 210 Certara shares in Q1 2025, an estimated $2.73K.
  • Concourse Financial Group Securities first reported a position in Certara in Q3 2021 and held it in 14 quarters.
  • Concourse Financial Group Securities's Certara position peaked at $62K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.