IWA
CERT icon

Icon Wealth Advisors’s Certara CERT Stock Holding History

Icon 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
Q3 		– Sell
-9,405
Closed -$147K – 481
2024
Q2 		$147K Sell
9,405
-2,090
-18% -$34.3K 0.01% 379
2024
Q1 		$206K Sell
11,495
-1,333
-10% -$23K 0.02% 331
2023
Q4 		$226K Buy
+12,828
New +$188K 0.02% 310
2022
Q4 		$212K Sell
13,164
-1,218
-8% -$17.7K 0.02% 303
2022
Q3 		$191K Buy
+14,382
New +$266K 0.02% 300

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
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
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
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

Icon Wealth Advisors's CERT Position: Q3 2024 in Review

Icon Wealth Advisors sold out of Certara (CERT) in Q3 2024, closing a stake of 9,405 shares — an estimated $147K sold.

Icon Wealth Advisors first reported a position in CERT in Q3 2022 and held it in 5 quarters. The position peaked at $226K in Q4 2023. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Icon Wealth Advisors reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 9,405 Certara shares in Q3 2024, an estimated $147K.
  • Icon Wealth Advisors first reported a position in Certara in Q3 2022 and held it in 5 quarters.
  • Icon Wealth Advisors's Certara position peaked at $226K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Icon Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.