AF
CET

Allworth Financial’s Central Securities Corp CET Stock Holding History

Allworth Financial’s Portfolio CET Stock Details CET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$22.2K – 3761
2024
Q2 		$22.2K Buy
+500
New +$21.1K ﹤0.01% 1815

Other funds holding CET

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Allworth Financial's CET Position: Q3 2024 in Review

Allworth Financial sold out of Central Securities Corp (CET) in Q3 2024, closing a stake of 500 shares — an estimated $22.2K sold.

Allworth Financial first reported a position in CET in Q2 2024 and held it in 1 quarter. The position peaked at $22.2K in Q2 2024. 82 funds tracked by Wall St. Rank hold CET as of Q3 2024.

  • Allworth Financial reported no remaining Central Securities Corp position as of Q3 2024 after selling out during the quarter.
  • Allworth Financial sold 500 Central Securities Corp shares in Q3 2024, an estimated $22.2K.
  • Allworth Financial first reported a position in Central Securities Corp in Q2 2024 and held it in 1 quarter.
  • Allworth Financial's Central Securities Corp position peaked at $22.2K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2024.

Based on Allworth Financial's 13F filing for Q3 2024, filed 23 Oct 2024.