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Financial Network Wealth Advisors’s Certara CERT Stock Holding History

Financial Network 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
2024
Q4 		– Sell
-136
Closed -$1.59K – 544
2024
Q3 		$1.59K Sell
136
-136
-50% -$1.79K ﹤0.01% 689
2024
Q2 		$3.94K Buy
+272
New +$4.47K ﹤0.01% 612

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Network Wealth Advisors's CERT Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Certara (CERT) in Q4 2024, closing a stake of 136 shares — an estimated $1.59K sold.

Financial Network Wealth Advisors first reported a position in CERT in Q2 2024 and held it in 2 quarters. The position peaked at $3.94K in Q2 2024. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 136 Certara shares in Q4 2024, an estimated $1.59K.
  • Financial Network Wealth Advisors first reported a position in Certara in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Certara position peaked at $3.94K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.