TWM
CET

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

Tradition 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
2023
Q2 		– Sell
-1,696
Closed -$59K – 1389
2023
Q1 		$59K Buy
+1,696
New +$59.2K 0.01% 568

Other funds holding CET

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Tradition Wealth Management's CET Position: Q2 2023 in Review

Tradition Wealth Management sold out of Central Securities Corp (CET) in Q2 2023, closing a stake of 1,696 shares — an estimated $59K sold.

Tradition Wealth Management first reported a position in CET in Q1 2023 and held it in 1 quarter. The position peaked at $59K in Q1 2023. 63 funds tracked by Wall St. Rank hold CET as of Q2 2023.

  • Tradition Wealth Management reported no remaining Central Securities Corp position as of Q2 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,696 Central Securities Corp shares in Q2 2023, an estimated $59K.
  • Tradition Wealth Management first reported a position in Central Securities Corp in Q1 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Central Securities Corp position peaked at $59K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.