CAM
CERT icon

Cresset Asset Management’s Certara CERT Stock Holding History

Cresset Asset 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
2024
Q3 		– Sell
-13,318
Closed -$184K – 2193
2024
Q2 		$184K Buy
13,318
+272
+2% +$4.47K ﹤0.01% 1905
2024
Q1 		$233K Buy
+13,046
New +$225K ﹤0.01% 1695

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Cresset Asset Management's CERT Position: Q3 2024 in Review

Cresset Asset Management sold out of Certara (CERT) in Q3 2024, closing a stake of 13,318 shares — an estimated $184K sold.

Cresset Asset Management first reported a position in CERT in Q1 2024 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Cresset Asset Management reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Cresset Asset Management sold 13,318 Certara shares in Q3 2024, an estimated $184K.
  • Cresset Asset Management first reported a position in Certara in Q1 2024 and held it in 2 quarters.
  • Cresset Asset Management's Certara position peaked at $233K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Cresset Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.