Truist Financial
CERT icon

Truist Financial’s Certara CERT Stock Holding History

Truist Financial’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
-14,416
Closed -$200K – 2545
2024
Q2 		$200K Buy
14,416
+10
+0.1% +$164 ﹤0.01% 2514
2024
Q1 		$258K Buy
14,406
+448
+3% +$7.73K ﹤0.01% 2365
2023
Q4 		$246K Buy
13,958
+2,372
+20% +$34.8K ﹤0.01% 2417
2023
Q3 		$168K Sell
11,586
-253
-2% -$4.25K ﹤0.01% 2468
2023
Q2 		$216K Sell
11,839
-4,571
-28% -$96.5K ﹤0.01% 2413
2023
Q1 		$396K Buy
16,410
+4,327
+36% +$85.5K ﹤0.01% 2115
2022
Q4 		$194K Sell
12,083
-4,028
-25% -$58.4K ﹤0.01% 2418
2022
Q3 		$214K Sell
16,111
-183
-1% -$3.38K ﹤0.01% 2273
2022
Q2 		$350K Buy
+16,294
New +$322K ﹤0.01% 2120

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

Truist Financial's CERT Position: Q3 2024 in Review

Truist Financial sold out of Certara (CERT) in Q3 2024, closing a stake of 14,416 shares — an estimated $200K sold.

Truist Financial first reported a position in CERT in Q2 2022 and held it in 9 quarters. The position peaked at $396K in Q1 2023. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Truist Financial reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 14,416 Certara shares in Q3 2024, an estimated $200K.
  • Truist Financial first reported a position in Certara in Q2 2022 and held it in 9 quarters.
  • Truist Financial's Certara position peaked at $396K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.