QWM
CERT icon

Quaker Wealth Management’s Certara CERT Stock Holding History

Quaker Wealth Management’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 		$71.5K Hold
12,535
– – 0.02% 132
2025
Q4 		$110K Hold
12,535
– – 0.04% 109
2025
Q3 		$153K Hold
12,535
– – 0.05% 80
2025
Q2 		$147K Buy
+12,535
New +$148K 0.05% 83
2025
Q1 		– Hold
0
– – – 1056
2024
Q3 		$147K Buy
+12,535
New +$165K 0.05% 61
2024
Q1 		$224K Hold
12,535
– – 0.09% 52
2023
Q4 		$220K Hold
12,535
– – 0.1% 49
2023
Q3 		$182K Hold
12,535
– – 0.09% 47
2023
Q2 		$228K Hold
12,535
– – 0.1% 43
2023
Q1 		$302K Hold
12,535
– – 0.14% 34
2022
Q4 		$201K Hold
12,535
– – 0.1% 39
2022
Q3 		$166K Buy
+12,535
New +$232K 0.09% 42

Other funds holding CERT

BlackRock
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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return