FWM
CET

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

Other funds holding CET

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
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
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
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 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.