AWS
CET

Atria Wealth Solutions’s Central Securities Corp CET Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,532
Closed -$294K – 1518
2025
Q1 		$294K Hold
6,532
– – ﹤0.01% 1478
2024
Q4 		$298K Buy
6,532
+84
+1% +$3.92K ﹤0.01% 1549
2024
Q3 		$296K Hold
6,448
– – ﹤0.01% 1530
2024
Q2 		$284K Buy
6,448
+9
+0.1% +$380 ﹤0.01% 1543
2024
Q1 		$269K Hold
6,439
– – ﹤0.01% 1632
2023
Q4 		$243K Buy
6,439
+83
+1% +$3.02K ﹤0.01% 1651
2023
Q3 		$225K Sell
6,356
-128
-2% -$4.65K ﹤0.01% 1616
2023
Q2 		$237K Sell
6,484
-458
-7% -$16.1K ﹤0.01% 1594
2023
Q1 		$241K Buy
6,942
+200
+3% +$6.98K ﹤0.01% 1550
2022
Q4 		$225K Buy
6,742
+134
+2% +$4.68K ﹤0.01% 1534
2022
Q3 		$223K Buy
+6,608
New +$239K ﹤0.01% 1494
2022
Q2 		– Sell
-6,178
Closed -$256K – 1667
2022
Q1 		$256K Buy
+6,178
New +$256K ﹤0.01% 1410

Other funds holding CET

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Wealth Solutions's CET Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Central Securities Corp (CET) in Q2 2025, closing a stake of 6,532 shares — an estimated $294K sold.

Atria Wealth Solutions first reported a position in CET in Q1 2022 and held it in 12 quarters. The position peaked at $298K in Q4 2024. 81 funds tracked by Wall St. Rank hold CET as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Central Securities Corp position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,532 Central Securities Corp shares in Q2 2025, an estimated $294K.
  • Atria Wealth Solutions first reported a position in Central Securities Corp in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Central Securities Corp position peaked at $298K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.