RJA
CERT icon

Raymond James & Associates’s Certara CERT Stock Holding History

Raymond James & Associates’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 		$835K Sell
71,328
-10,799
-13% -$143K ﹤0.01% 2798
2024
Q2 		$1.14M Sell
82,127
-643
-0.8% -$10.6K ﹤0.01% 2541
2024
Q1 		$1.48M Buy
82,770
+24,396
+42% +$421K ﹤0.01% 2351
2023
Q4 		$1.03M Sell
58,374
-17,773
-23% -$261K ﹤0.01% 2498
2023
Q3 		$1.11M Sell
76,147
-3,251
-4% -$54.6K ﹤0.01% 2394
2023
Q2 		$1.45M Buy
79,398
+5,816
+8% +$123K ﹤0.01% 2262
2023
Q1 		$1.77M Buy
73,582
+11,396
+18% +$225K ﹤0.01% 2106
2022
Q4 		$999K Buy
62,186
+6,366
+11% +$92.3K ﹤0.01% 2436
2022
Q3 		$741K Buy
55,820
+19,659
+54% +$363K ﹤0.01% 2579
2022
Q2 		$776K Sell
36,161
-919
-2% -$18.1K ﹤0.01% 2621
2022
Q1 		$796K Buy
37,080
+16,861
+83% +$405K ﹤0.01% 2748
2021
Q4 		$575K Buy
20,219
+3,003
+17% +$101K ﹤0.01% 2986
2021
Q3 		$570K Buy
17,216
+561
+3% +$16.9K ﹤0.01% 2970
2021
Q2 		$472K Buy
16,655
+4,445
+36% +$123K ﹤0.01% 3118
2021
Q1 		$333K Buy
12,210
+135
+1% +$4.49K ﹤0.01% 3288
2020
Q4 		$407K Buy
+12,075
New +$442K ﹤0.01% 2951

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
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 $298B AUM 21.96% 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

Raymond James & Associates's CERT Position: Q3 2024 in Review

Raymond James & Associates reduced its Certara (CERT) stake by 13% in Q3 2024, selling an estimated $143K and leaving 71,328 shares worth $835K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Raymond James & Associates first reported a position in CERT in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.77M in Q1 2023. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Raymond James & Associates held 71,328 shares of Certara worth $835K as of Q3 2024.
  • Raymond James & Associates sold 10,799 Certara shares in Q3 2024, an estimated $143K.
  • Certara made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2798 holding.
  • Raymond James & Associates first reported a position in Certara in Q4 2020 and has held it in 16 quarters since.
  • Raymond James & Associates's Certara position peaked at $1.77M in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.