AW
CET

Atlas Wealth’s Central Securities Corp CET Stock Holding History

Atlas Wealth’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
-563,294
Closed -$24.9M – 94
2024
Q2 		$24.9M Buy
+563,294
New +$23.8M 2.92% 8
2023
Q4 		– Sell
-484,145
Closed -$17.2M – 88
2023
Q3 		$17.2M Sell
484,145
-2,640
-0.5% -$95.9K 3.21% 7
2023
Q2 		$18M Buy
486,785
+6,501
+1% +$228K 3.31% 5
2023
Q1 		$16.7M Sell
480,284
-5,363
-1% -$187K 3.28% 4
2022
Q4 		$16.2M Buy
+485,647
New +$16.9M 4.37% 3

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

Atlas Wealth's CET Position: Q3 2024 in Review

Atlas Wealth sold out of Central Securities Corp (CET) in Q3 2024, closing a stake of 563,294 shares — an estimated $24.9M sold.

Atlas Wealth first reported a position in CET in Q4 2022 and held it in 5 quarters. The position peaked at $24.9M in Q2 2024. 82 funds tracked by Wall St. Rank hold CET as of Q3 2024.

  • Atlas Wealth reported no remaining Central Securities Corp position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 563,294 Central Securities Corp shares in Q3 2024, an estimated $24.9M.
  • Atlas Wealth first reported a position in Central Securities Corp in Q4 2022 and held it in 5 quarters.
  • Atlas Wealth's Central Securities Corp position peaked at $24.9M in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.