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JFS Wealth Advisors’s Certara CERT Stock Holding History

JFS 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 		– Sell
-9
Closed -$80 – 1901
2025
Q4 		$80 Buy
+9
New +$93 ﹤0.01% 1891
2025
Q3 		– Sell
-31
Closed -$363 – 1911
2025
Q2 		$363 Buy
31
+29
+1,450% +$343 ﹤0.01% 1742
2025
Q1 		$20 Hold
2
– – ﹤0.01% 1921
2024
Q4 		$22 Sell
2
-19
-90% -$206 ﹤0.01% 1925
2024
Q3 		$246 Sell
21
-2
-9% -$26 ﹤0.01% 1853
2024
Q2 		$319 Sell
23
-1
-4% -$16 ﹤0.01% 1860
2024
Q1 		$430 Hold
24
– – ﹤0.01% 1811
2023
Q4 		$423 Buy
24
+21
+700% +$308 ﹤0.01% 1829
2023
Q3 		$44 Sell
3
-4
-57% -$67 ﹤0.01% 1936
2023
Q2 		$128 Buy
7
+2
+40% +$42 ﹤0.01% 1914
2023
Q1 		$121 Buy
5
+1
+25% +$20 ﹤0.01% 1876
2022
Q4 		$64 Buy
+4
New +$58 ﹤0.01% 1907

Other funds holding CERT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's CERT Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Certara (CERT) in Q1 2026, closing a stake of 9 shares — an estimated $80 sold.

JFS Wealth Advisors first reported a position in CERT in Q4 2022 and held it in 12 quarters. The position peaked at $430 in Q1 2024. 256 funds tracked by Wall St. Rank hold CERT as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Certara position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 9 Certara shares in Q1 2026, an estimated $80.
  • JFS Wealth Advisors first reported a position in Certara in Q4 2022 and held it in 12 quarters.
  • JFS Wealth Advisors's Certara position peaked at $430 in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Certara as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.