WTA
CERT icon

Washington Trust Advisors’s Certara CERT Stock Holding History

Washington Trust Advisors’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
-266
Closed -$3.69K – 669
2024
Q2 		$3.69K Hold
266
– – ﹤0.01% 592
2024
Q1 		$4.76K Hold
266
– – ﹤0.01% 578
2023
Q4 		$4.68K Hold
266
– – ﹤0.01% 578
2023
Q3 		$3.87K Hold
266
– – ﹤0.01% 584
2023
Q2 		$4.84K Hold
266
– – ﹤0.01% 551
2023
Q1 		$6.41K Buy
266
+62
+30% +$1.23K ﹤0.01% 563
2022
Q4 		$3.28K Hold
204
– – ﹤0.01% 668
2022
Q3 		$3K Hold
204
– – ﹤0.01% 785
2022
Q2 		$4K Hold
204
– – ﹤0.01% 775
2022
Q1 		$4K Hold
204
– – ﹤0.01% 846
2021
Q4 		$6K Buy
+204
New +$6.86K ﹤0.01% 810

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

Washington Trust Advisors's CERT Position: Q3 2024 in Review

Washington Trust Advisors sold out of Certara (CERT) in Q3 2024, closing a stake of 266 shares — an estimated $3.69K sold.

Washington Trust Advisors first reported a position in CERT in Q4 2021 and held it in 11 quarters. The position peaked at $6.41K in Q1 2023. 225 funds tracked by Wall St. Rank hold CERT as of Q3 2024.

  • Washington Trust Advisors reported no remaining Certara position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 266 Certara shares in Q3 2024, an estimated $3.69K.
  • Washington Trust Advisors first reported a position in Certara in Q4 2021 and held it in 11 quarters.
  • Washington Trust Advisors's Certara position peaked at $6.41K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held Certara as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.