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SYSTM Wealth Solutions’s Certara CERT Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-96
Closed -$1.72K – 716
2024
Q1 		$1.72K Hold
96
– – ﹤0.01% 908
2023
Q4 		$1.69K Buy
+96
New +$1.41K ﹤0.01% 955

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

SYSTM Wealth Solutions's CERT Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Certara (CERT) in Q2 2024, closing a stake of 96 shares — an estimated $1.72K sold.

SYSTM Wealth Solutions first reported a position in CERT in Q4 2023 and held it in 2 quarters. The position peaked at $1.72K in Q1 2024. 215 funds tracked by Wall St. Rank hold CERT as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Certara position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 96 Certara shares in Q2 2024, an estimated $1.72K.
  • SYSTM Wealth Solutions first reported a position in Certara in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Certara position peaked at $1.72K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Certara as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.