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Trust Point Inc’s Certara CERT Stock Holding History

Trust Point Inc’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
2025
Q2 		– Sell
-16,400
Closed -$162K – 426
2025
Q1 		$162K Sell
16,400
-3,440
-17% -$41.8K 0.01% 446
2024
Q4 		$211K Sell
19,840
-894
-4% -$9.71K 0.01% 537
2024
Q3 		$243K Sell
20,734
-5,415
-21% -$71.5K 0.02% 446
2024
Q2 		$362K Buy
26,149
+899
+4% +$14.8K 0.03% 328
2024
Q1 		$451K Buy
25,250
+7,038
+39% +$121K 0.04% 306
2023
Q4 		$320K Buy
+18,212
New +$267K 0.03% 383

Other funds holding CERT

WA
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return