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Private Wealth Management Group’s Certara CERT Stock Holding History

Private Wealth Management Group’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
Q4 		– Sell
-99
Closed -$1.16K – 1519
2024
Q3 		$1.16K Sell
99
-5
-5% -$66 ﹤0.01% 1234
2024
Q2 		$1.44K Buy
+104
New +$1.71K ﹤0.01% 1167

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Private Wealth Management Group's CERT Position: Q4 2024 in Review

Private Wealth Management Group sold out of Certara (CERT) in Q4 2024, closing a stake of 99 shares — an estimated $1.16K sold.

Private Wealth Management Group first reported a position in CERT in Q2 2024 and held it in 2 quarters. The position peaked at $1.44K in Q2 2024. 222 funds tracked by Wall St. Rank hold CERT as of Q4 2024.

  • Private Wealth Management Group reported no remaining Certara position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 99 Certara shares in Q4 2024, an estimated $1.16K.
  • Private Wealth Management Group first reported a position in Certara in Q2 2024 and held it in 2 quarters.
  • Private Wealth Management Group's Certara position peaked at $1.44K in Q2 2024.
  • 222 funds tracked by Wall St. Rank held Certara as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.