FA
CERT icon

FDx Advisors’s Certara CERT Stock Holding History

FDx 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
2024
Q2 		– Sell
-11,495
Closed -$206K – 222
2024
Q1 		$206K Buy
11,495
+13
+0.1% +$224 0.03% 344
2023
Q4 		$202K Buy
+11,482
New +$168K 0.02% 651
2023
Q3 		– Sell
-14,919
Closed -$272K – 648
2023
Q2 		$272K Buy
+14,919
New +$315K 0.01% 630
2022
Q3 		– Sell
-21,857
Closed -$469K – 740
2022
Q2 		$469K Sell
21,857
-2,414
-10% -$47.7K 0.02% 499
2022
Q1 		$521K Buy
24,271
+14,088
+138% +$338K 0.02% 495
2021
Q4 		$289K Sell
10,183
-16,732
-62% -$563K 0.01% 714
2021
Q3 		$891K Buy
+26,915
New +$812K 0.03% 360

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

FDx Advisors's CERT Position: Q2 2024 in Review

FDx Advisors sold out of Certara (CERT) in Q2 2024, closing a stake of 11,495 shares — an estimated $206K sold.

FDx Advisors first reported a position in CERT in Q3 2021 and held it in 7 quarters. The position peaked at $891K in Q3 2021. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • FDx Advisors reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 11,495 Certara shares in Q2 2024, an estimated $206K.
  • FDx Advisors first reported a position in Certara in Q3 2021 and held it in 7 quarters.
  • FDx Advisors's Certara position peaked at $891K in Q3 2021.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.