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TD Private Client Wealth’s Certara CERT Stock Holding History

TD Private Client Wealth’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 		$644 Hold
113
– – ﹤0.01% 1461
2025
Q4 		$996 Hold
113
– – ﹤0.01% 1362
2025
Q3 		$1.38K Hold
113
– – ﹤0.01% 1289
2025
Q2 		$1.32K Sell
113
-101
-47% -$1.2K ﹤0.01% 1270
2025
Q1 		$2.12K Hold
214
– – ﹤0.01% 1182
2024
Q4 		$2.28K Sell
214
-72
-25% -$782 ﹤0.01% 1173
2024
Q3 		$3.35K Hold
286
– – ﹤0.01% 1134
2024
Q2 		$3.96K Buy
286
+70
+32% +$1.15K ﹤0.01% 1103
2024
Q1 		$3.86K Buy
216
+145
+204% +$2.5K ﹤0.01% 1102
2023
Q4 		$1.25K Buy
+71
New +$1.04K ﹤0.01% 1174
2023
Q2 		– Sell
-113
Closed -$2.72K – 1263
2023
Q1 		$2.72K Hold
113
– – ﹤0.01% 1139
2022
Q4 		$1.82K Hold
113
– – ﹤0.01% 1120
2022
Q3 		$1.5K Hold
113
– – ﹤0.01% 1131
2022
Q2 		$2.42K Hold
113
– – ﹤0.01% 1117
2022
Q1 		$2.43K Hold
113
– – ﹤0.01% 1150
2021
Q4 		$3.21K Buy
+113
New +$3.8K ﹤0.01% 979

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