Acima Private Wealth’s Celanese CE Stock Holding History

Acima Private Wealth’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-140	Closed	-$15.2K	–	267
2023 Q1	$15.2K	Hold	140	–	–	0.01%	203
2022 Q4	$14.3K	Hold	140	–	–	0.01%	191
2022 Q3	$12.6K	Hold	140	–	–	0.01%	199
2022 Q2	$16.5K	Hold	140	–	–	0.01%	194
2022 Q1	$20K	Hold	140	–	–	0.01%	196
2021 Q4	$24K	Hold	140	–	–	0.01%	194
2021 Q3	$21K	Hold	140	–	–	0.01%	188
2021 Q2	$21K	Sell	140 -40	-22%	-$6.35K	0.01%	186
2021 Q1	$27K	Sell	180 -270	-60%	-$37.1K	0.01%	176
2020 Q4	$58K	Hold	450	–	–	0.03%	151
2020 Q3	$48K	Hold	450	–	–	0.03%	152
2020 Q2	$39K	Hold	450	–	–	0.03%	167
2020 Q1	$33K	Hold	450	–	–	0.03%	172
2019 Q4	$55K	Hold	450	–	–	0.04%	184
2019 Q3	$55K	Hold	450	–	–	0.04%	186
2019 Q2	$49K	Hold	450	–	–	0.04%	179
2019 Q1	$44K	Buy	450 +100	+29%	+$9.84K	0.04%	180
2018 Q4	$31K	Buy	+350	New	+$34.3K	0.03%	179

Other funds holding CE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return