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CERT icon

NewEdge Advisors’s Certara CERT Stock Holding History

NewEdge 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
Q1 		– Sell
-8
Closed -$85 – 3987
2024
Q4 		$85 Hold
8
– – ﹤0.01% 3788
2024
Q3 		$94 Hold
8
– – ﹤0.01% 3719
2024
Q2 		$111 Buy
+8
New +$131 ﹤0.01% 3683
2023
Q3 		– Sell
-8
Closed -$146 – 3493
2023
Q2 		$146 Sell
8
-30,762
-100% -$650K ﹤0.01% 3398
2023
Q1 		$742K Buy
30,770
+30,762
+384,525% +$608K 0.01% 926
2022
Q4 		$0 Buy
+8
New +$116 ﹤0.01% 4101

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Advisors's CERT Position: Q1 2025 in Review

NewEdge Advisors sold out of Certara (CERT) in Q1 2025, closing a stake of 8 shares — an estimated $85 sold.

NewEdge Advisors first reported a position in CERT in Q4 2022 and held it in 6 quarters. The position peaked at $742K in Q1 2023. 239 funds tracked by Wall St. Rank hold CERT as of Q1 2025.

  • NewEdge Advisors reported no remaining Certara position as of Q1 2025 after selling out during the quarter.
  • NewEdge Advisors sold 8 Certara shares in Q1 2025, an estimated $85.
  • NewEdge Advisors first reported a position in Certara in Q4 2022 and held it in 6 quarters.
  • NewEdge Advisors's Certara position peaked at $742K in Q1 2023.
  • 239 funds tracked by Wall St. Rank held Certara as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.