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Triad Wealth Partners’s Certara CERT Stock Holding History

Triad Wealth Partners’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 		– Sell
-85
Closed -$1.18K – 195
2024
Q2 		$1.18K Buy
+85
New +$1.4K ﹤0.01% 852

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

Triad Wealth Partners's CERT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Certara (CERT) in Q3 2024, closing a stake of 85 shares — an estimated $1.18K sold.

Triad Wealth Partners first reported a position in CERT in Q2 2024 and held it in 1 quarter. The position peaked at $1.18K in Q2 2024. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 85 Certara shares in Q3 2024, an estimated $1.18K.
  • Triad Wealth Partners first reported a position in Certara in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Certara position peaked at $1.18K in Q2 2024.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.