Carson Wealth (CWM LLC)
CET

Carson Wealth (CWM LLC)’s Central Securities Corp CET Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q3 		– Sell
-1,870
Closed -$66K – 3933
2022
Q2 		$66K Buy
+1,870
New +$71.1K ﹤0.01% 1495
2019
Q1 		– Sell
-3,114
Closed -$77K – 2965
2018
Q4 		$77K Buy
+3,114
New +$83.1K ﹤0.01% 773

Other funds holding CET

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CET Position: Q3 2022 in Review

Carson Wealth (CWM LLC) sold out of Central Securities Corp (CET) in Q3 2022, closing a stake of 1,870 shares — an estimated $66K sold.

Carson Wealth (CWM LLC) first reported a position in CET in Q4 2018 and held it in 2 quarters. The position peaked at $77K in Q4 2018. 63 funds tracked by Wall St. Rank hold CET as of Q3 2022.

  • Carson Wealth (CWM LLC) reported no remaining Central Securities Corp position as of Q3 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,870 Central Securities Corp shares in Q3 2022, an estimated $66K.
  • Carson Wealth (CWM LLC) first reported a position in Central Securities Corp in Q4 2018 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Central Securities Corp position peaked at $77K in Q4 2018.
  • 63 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2022, filed 27 Oct 2022.