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Planning Capital Management Corporation’s Certara CERT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$7.61K Hold
650
– – 0.01% 473
2024
Q2 		$9K Hold
650
– – 0.01% 419
2024
Q1 		$11.6K Hold
650
– – 0.01% 396
2023
Q4 		$11.4K Buy
+650
New +$9.53K 0.01% 403

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MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planning Capital Management Corporation's CERT Position: Q3 2024 in Review

Planning Capital Management Corporation held its Certara (CERT) position steady in Q3 2024 at 650 shares worth $7.61K. The position accounts for 0.01% of the portfolio, ranked #473.

Planning Capital Management Corporation first reported a position in CERT in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.6K in Q1 2024. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Planning Capital Management Corporation held 650 shares of Certara worth $7.61K as of Q3 2024.
  • Planning Capital Management Corporation left its Certara share count unchanged in Q3 2024.
  • Certara made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #473 holding.
  • Planning Capital Management Corporation first reported a position in Certara in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Certara position peaked at $11.6K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.