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Steward Partners Investment Advisory’s Certara CERT Stock Holding History

Steward Partners Investment Advisory’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 		$462 Hold
81
– – ﹤0.01% 4269
2025
Q4 		$714 Sell
81
-837
-91% -$8.62K ﹤0.01% 4123
2025
Q3 		$11.2K Buy
918
+81
+10% +$886 ﹤0.01% 3352
2025
Q2 		$9.79K Buy
+837
New +$9.9K ﹤0.01% 3220
2024
Q4 		– Sell
-1,319
Closed -$15.4K – 3989
2024
Q3 		$15.4K Hold
1,319
– – ﹤0.01% 2762
2024
Q2 		$18.3K Buy
+1,319
New +$21.7K ﹤0.01% 2574
2022
Q3 		– Sell
-36
Closed -$1K – 3243
2022
Q2 		$1K Buy
+36
New +$711 ﹤0.01% 3092

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