SignatureFD’s Certara CERT Stock Holding History

SignatureFD’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	$1.18K	Buy	+207	New	+$1.58K	﹤0.01%	3172
2025 Q4	–	Sell	-102	Closed	-$1.25K	–	3432
2025 Q3	$1.25K	Sell	102 -52	-34%	-$569	﹤0.01%	3040
2025 Q2	$1.8K	Buy	+154	New	+$1.82K	﹤0.01%	2897
2025 Q1	–	Sell	-29	Closed	-$309	–	3341
2024 Q4	$309	Buy	+29	New	+$315	﹤0.01%	3191
2024 Q3	–	Sell	-441	Closed	-$6.11K	–	3255
2024 Q2	$6.11K	Buy	441 +76	+21%	+$1.25K	﹤0.01%	2446
2024 Q1	$6.53K	Buy	365 +180	+97%	+$3.1K	﹤0.01%	2459
2023 Q4	$3.25K	Sell	185 -533	-74%	-$7.81K	﹤0.01%	2634
2023 Q3	$10.4K	Sell	718 -237	-25%	-$3.98K	﹤0.01%	2193
2023 Q2	$17.4K	Sell	955 -6	-0.6%	-$127	﹤0.01%	1966
2023 Q1	$23.2K	Sell	961 -115	-11%	-$2.27K	﹤0.01%	1787
2022 Q4	$17.3K	Buy	1,076 +547	+103%	+$7.93K	﹤0.01%	1875
2022 Q3	$7K	Buy	529 +170	+47%	+$3.14K	﹤0.01%	2233
2022 Q2	$8K	Hold	359	–	–	﹤0.01%	2213
2022 Q1	$8K	Buy	+359	New	+$8.63K	﹤0.01%	2247

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