C
CERT icon

Covestor’s Certara CERT Stock Holding History

Covestor’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
2026
Q1 		$0 Buy
16
+3
+23% +$23 ﹤0.01% 2312
2025
Q4 		$0 Sell
13
-37
-74% -$381 ﹤0.01% 2311
2025
Q3 		$1K Buy
50
+40
+400% +$438 ﹤0.01% 2029
2025
Q2 		$0 Hold
10
– – ﹤0.01% 2253
2025
Q1 		$0 Hold
10
– – ﹤0.01% 2267
2024
Q4 		$0 Buy
10
+1
+11% +$11 ﹤0.01% 2277
2024
Q3 		$0 Hold
9
– – ﹤0.01% 2261
2024
Q2 		$0 Hold
9
– – ﹤0.01% 2274
2024
Q1 		$0 Sell
9
-5,165
-100% -$89.1K ﹤0.01% 2282
2023
Q4 		$91K Buy
5,174
+1,414
+38% +$20.7K 0.06% 555
2023
Q3 		$55K Buy
3,760
+3,735
+14,940% +$62.8K 0.04% 725
2023
Q2 		$0 Buy
25
+10
+67% +$211 ﹤0.01% 2173
2023
Q1 		$0 Sell
15
-848
-98% -$16.8K ﹤0.01% 2072
2022
Q4 		$14K Buy
863
+849
+6,064% +$12.3K 0.01% 1157
2022
Q3 		$0 Sell
14
-3
-18% -$55 ﹤0.01% 2044
2022
Q2 		$0 Sell
17
-6
-26% -$118 ﹤0.01% 1958
2022
Q1 		$1K Sell
23
-170
-88% -$4.08K ﹤0.01% 1753
2021
Q4 		$6K Buy
+193
New +$6.49K 0.01% 1209

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return