Parallel Advisors’s Certara CERT Stock Holding History

Parallel 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	$11.2K	Buy	1,959 +1,714	+700%	+$13.1K	﹤0.01%	2709
2025 Q4	$2.16K	Sell	245 -319	-57%	-$3.29K	﹤0.01%	3113
2025 Q3	$6.89K	Buy	564 +12	+2%	+$131	﹤0.01%	2656
2025 Q2	$6.46K	Sell	552 -141	-20%	-$1.67K	﹤0.01%	2649
2025 Q1	$6.86K	Sell	693 -1,359	-66%	-$16.5K	﹤0.01%	2574
2024 Q4	$21.9K	Buy	2,052 +1,905	+1,296%	+$20.7K	﹤0.01%	2105
2024 Q3	$1.72K	Sell	147 -109	-43%	-$1.44K	﹤0.01%	2922
2024 Q2	$3.55K	Buy	256 +48	+23%	+$788	﹤0.01%	2632
2024 Q1	$3.72K	Hold	208	–	–	﹤0.01%	2613
2023 Q4	$3.66K	Buy	208 +154	+285%	+$2.26K	﹤0.01%	2617
2023 Q3	$785	Hold	54	–	–	﹤0.01%	3017
2023 Q2	$983	Sell	54 -69	-56%	-$1.46K	﹤0.01%	2938
2023 Q1	$2.97K	Hold	123	–	–	﹤0.01%	2611
2022 Q4	$1.98K	Buy	123 +27	+28%	+$392	﹤0.01%	2688
2022 Q3	$1K	Sell	96 -12	-11%	-$222	﹤0.01%	2863
2022 Q2	$2K	Buy	108 +12	+13%	+$237	﹤0.01%	2549
2022 Q1	$2K	Hold	96	–	–	﹤0.01%	2554
2021 Q4	$3K	Buy	+96	New	+$3.23K	﹤0.01%	2555

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