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 New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return