EWA
CERT icon

EverSource Wealth Advisors’s Certara CERT Stock Holding History

EverSource Wealth Advisors’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 		$2.35K Buy
413
+306
+286% +$2.33K ﹤0.01% 3589
2025
Q4 		$943 Sell
107
-331
-76% -$3.41K ﹤0.01% 3722
2025
Q3 		$5.35K Buy
438
+78
+22% +$853 ﹤0.01% 3129
2025
Q2 		$4.21K Sell
360
-177
-33% -$2.09K ﹤0.01% 3233
2025
Q1 		$5.32K Buy
537
+378
+238% +$4.59K ﹤0.01% 2462
2024
Q4 		$1.69K Sell
159
-129
-45% -$1.4K ﹤0.01% 2775
2024
Q3 		$3.37K Buy
288
+46
+19% +$607 ﹤0.01% 2372
2024
Q2 		$3.78K Sell
242
-268
-53% -$4.4K ﹤0.01% 2317
2024
Q1 		$8.73K Buy
510
+453
+795% +$7.82K ﹤0.01% 1762
2023
Q4 		$1K Buy
+57
New +$836 ﹤0.01% 2401

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