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EFG Asset Management’s Certara CERT Stock Holding History

EFG 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
-118,419
Closed -$1.64M – 192
2024
Q2 		$1.64M Sell
118,419
-9,888
-8% -$162K 0.28% 138
2024
Q1 		$2.3M Buy
128,307
+24,981
+24% +$431K 0.4% 98
2023
Q4 		$1.82M Sell
103,326
-4,606
-4% -$67.5K 0.34% 115
2023
Q3 		$1.57M Buy
+107,932
New +$1.81M 0.37% 94

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

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

EFG Asset Management sold out of Certara (CERT) in Q3 2024, closing a stake of 118,419 shares — an estimated $1.64M sold.

EFG Asset Management first reported a position in CERT in Q3 2023 and held it in 4 quarters. The position peaked at $2.3M in Q1 2024. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • EFG Asset Management reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • EFG Asset Management sold 118,419 Certara shares in Q3 2024, an estimated $1.64M.
  • EFG Asset Management first reported a position in Certara in Q3 2023 and held it in 4 quarters.
  • EFG Asset Management's Certara position peaked at $2.3M in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on EFG Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.