Envestnet Asset Management
CERT icon

Envestnet Asset Management’s Certara CERT Stock Holding History

Envestnet 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
2026
Q1 		$1.29M Buy
226,038
+80,200
+55% +$612K ﹤0.01% 3306
2025
Q4 		$1.28M Sell
145,838
-220,857
-60% -$2.28M ﹤0.01% 3130
2025
Q3 		$4.48M Sell
366,695
-41,932
-10% -$459K ﹤0.01% 2331
2025
Q2 		$4.78M Sell
408,627
-102,608
-20% -$1.21M ﹤0.01% 2222
2025
Q1 		$5.06M Buy
511,235
+97,179
+23% +$1.18M ﹤0.01% 2116
2024
Q4 		$4.41M Sell
414,056
-43,117
-9% -$468K ﹤0.01% 2188
2024
Q3 		$5.35M Sell
457,173
-116,487
-20% -$1.54M ﹤0.01% 2069
2024
Q2 		$7.95M Buy
573,660
+43,403
+8% +$713K ﹤0.01% 1702
2024
Q1 		$9.48M Buy
530,257
+219,539
+71% +$3.79M ﹤0.01% 1554
2023
Q4 		$5.47M Sell
310,718
-24,722
-7% -$362K ﹤0.01% 1830
2023
Q3 		$4.88M Buy
335,440
+104,616
+45% +$1.76M ﹤0.01% 1815
2023
Q2 		$4.2M Sell
230,824
-179,863
-44% -$3.8M ﹤0.01% 1808
2023
Q1 		$9.9M Buy
410,687
+17,341
+4% +$343K ﹤0.01% 1249
2022
Q4 		$6.32M Sell
393,346
-22,880
-5% -$332K ﹤0.01% 1468
2022
Q3 		$5.53M Buy
416,226
+8,013
+2% +$148K ﹤0.01% 1464
2022
Q2 		$8.76M Sell
408,213
-3,145
-0.8% -$62.1K ﹤0.01% 1207
2022
Q1 		$8.84M Buy
411,358
+39,767
+11% +$955K ﹤0.01% 1281
2021
Q4 		$10.6M Buy
371,591
+263,745
+245% +$8.87M 0.01% 1156
2021
Q3 		$3.57M Buy
+107,846
New +$3.25M ﹤0.01% 1730

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