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Mount Yale Investment Advisors’s Certara CERT Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-5,081
Closed -$59.4K – 823
2025
Q2 		$59.4K Buy
+5,081
New +$60.1K ﹤0.01% 769

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
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
DM
Deerfield Management New York $8.48B AUM 99.04% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mount Yale Investment Advisors's CERT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Certara (CERT) in Q3 2025, closing a stake of 5,081 shares — an estimated $59.4K sold.

Mount Yale Investment Advisors first reported a position in CERT in Q2 2025 and held it in 1 quarter. The position peaked at $59.4K in Q2 2025. 241 funds tracked by Wall St. Rank hold CERT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Certara position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,081 Certara shares in Q3 2025, an estimated $59.4K.
  • Mount Yale Investment Advisors first reported a position in Certara in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Certara position peaked at $59.4K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Certara as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.