Patriot Financial Group Insurance Agency’s Central Securities Corp CET Stock Holding History

Patriot Financial Group Insurance Agency’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	-1,070	Closed	-$38K	–	644
2022 Q2	$38K	Hold	1,070	–	–	0.01%	807
2022 Q1	$44K	Hold	1,070	–	–	0.01%	815
2021 Q4	$48K	Hold	1,070	–	–	0.01%	875
2021 Q3	$45K	Hold	1,070	–	–	0.01%	901
2021 Q2	$45K	Hold	1,070	–	–	0.01%	867
2021 Q1	$41K	Hold	1,070	–	–	0.01%	830
2020 Q4	$35K	Hold	1,070	–	–	0.01%	794
2020 Q3	$31K	Hold	1,070	–	–	0.01%	660
2020 Q2	$31K	Hold	1,070	–	–	0.01%	623
2020 Q1	$28K	Hold	1,070	–	–	0.01%	573
2019 Q4	$35K	Hold	1,070	–	–	0.01%	544
2019 Q3	$34K	Hold	1,070	–	–	0.02%	512
2019 Q2	$33K	Buy	+1,070	New	+$31.6K	0.01%	519

Other funds holding CET

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

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 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

Patriot Financial Group Insurance Agency's CET Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Central Securities Corp (CET) in Q3 2022, closing a stake of 1,070 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in CET in Q2 2019 and held it in 13 quarters. The position peaked at $48K in Q4 2021. 63 funds tracked by Wall St. Rank hold CET as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Central Securities Corp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,070 Central Securities Corp shares in Q3 2022, an estimated $38K.
Patriot Financial Group Insurance Agency first reported a position in Central Securities Corp in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's Central Securities Corp position peaked at $48K in Q4 2021.
63 funds tracked by Wall St. Rank held Central Securities Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.