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Global Financial Private Client’s Certara CERT Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$59 – 457
2025
Q1 		$59 Buy
6
+4
+200% +$49 ﹤0.01% 1641
2024
Q4 		$21 Buy
+2
New +$22 ﹤0.01% 1639

Other funds holding CERT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's CERT Position: Q2 2025 in Review

Global Financial Private Client sold out of Certara (CERT) in Q2 2025, closing a stake of 6 shares — an estimated $59 sold.

Global Financial Private Client first reported a position in CERT in Q4 2024 and held it in 2 quarters. The position peaked at $59 in Q1 2025. 235 funds tracked by Wall St. Rank hold CERT as of Q2 2025.

  • Global Financial Private Client reported no remaining Certara position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Certara shares in Q2 2025, an estimated $59.
  • Global Financial Private Client first reported a position in Certara in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Certara position peaked at $59 in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Certara as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.