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Venturi Wealth Management’s Certara CERT Stock Holding History

Venturi Wealth Management’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 		$108K Buy
+19,021
New +$145K ﹤0.01% 595
2025
Q1 		– Sell
-2,808
Closed -$29.9K – 780
2024
Q4 		$29.9K Buy
2,808
+2,509
+839% +$27.3K ﹤0.01% 1167
2024
Q3 		$3.5K Sell
299
-173
-37% -$2.28K ﹤0.01% 1571
2024
Q2 		$6.54K Buy
472
+163
+53% +$2.68K ﹤0.01% 1176
2024
Q1 		$5.53K Hold
309
– – ﹤0.01% 1064
2023
Q4 		$5.44K Buy
309
+10
+3% +$147 ﹤0.01% 1016
2023
Q3 		$4.35K Hold
299
– – ﹤0.01% 1016
2023
Q2 		$5.45K Hold
299
– – ﹤0.01% 739
2023
Q1 		$7.21K Buy
+299
New +$5.91K ﹤0.01% 763

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