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FMFE Wealth Management’s Central Securities Corp CET Stock Holding History

FMFE Wealth Management’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
Q2 		$602K Hold
13,678
– – 0.56% 9
2024
Q1 		$571K Hold
13,678
– – 0.52% 9
2023
Q4 		$517K Buy
+13,678
New +$497K 0.51% 9

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Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Third Avenue Management
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

FMFE Wealth Management's CET Position: Q2 2024 in Review

FMFE Wealth Management held its Central Securities Corp (CET) position steady in Q2 2024 at 13,678 shares worth $602K. The position accounts for 0.56% of the portfolio, ranked #9.

FMFE Wealth Management first reported a position in CET in Q4 2023 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold CET as of Q2 2024.

  • FMFE Wealth Management held 13,678 shares of Central Securities Corp worth $602K as of Q2 2024.
  • FMFE Wealth Management left its Central Securities Corp share count unchanged in Q2 2024.
  • Central Securities Corp made up 0.56% of FMFE Wealth Management's portfolio in Q2 2024, its #9 holding.
  • FMFE Wealth Management first reported a position in Central Securities Corp in Q4 2023 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.