CIA
CET

Concurrent Investment Advisors’s Central Securities Corp CET Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-28,444
Closed -$1.3M – 1255
2024
Q4 		$1.3M Buy
+28,444
New +$1.33M 0.04% 425

Other funds holding CET

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Concurrent Investment Advisors's CET Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Central Securities Corp (CET) in Q1 2025, closing a stake of 28,444 shares — an estimated $1.3M sold.

Concurrent Investment Advisors first reported a position in CET in Q4 2024 and held it in 1 quarter. The position peaked at $1.3M in Q4 2024. 81 funds tracked by Wall St. Rank hold CET as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Central Securities Corp position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 28,444 Central Securities Corp shares in Q1 2025, an estimated $1.3M.
  • Concurrent Investment Advisors first reported a position in Central Securities Corp in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Central Securities Corp position peaked at $1.3M in Q4 2024.
  • 81 funds tracked by Wall St. Rank held Central Securities Corp as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.