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Altium Wealth Management’s Celanese CE Stock Holding History

Altium Wealth Management’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
2022
Q2 		$360K Sell
3,063
-46
-1% -$6.6K 0.03% 280
2022
Q1 		$444K Sell
3,109
-6
-0.2% -$916 0.03% 272
2021
Q4 		$524K Hold
3,115
– – 0.03% 246
2021
Q3 		$469K Hold
3,115
– – 0.03% 234
2021
Q2 		$472K Sell
3,115
-182
-6% -$28.9K 0.03% 243
2021
Q1 		$494K Sell
3,297
-362
-10% -$49.7K 0.04% 222
2020
Q4 		$475K Buy
3,659
+66
+2% +$8.21K 0.04% 206
2020
Q3 		$386K Buy
3,593
+29
+0.8% +$2.89K 0.04% 228
2020
Q2 		$308K Sell
3,564
-1,317
-27% -$110K 0.03% 264
2020
Q1 		$358K Buy
4,881
+49
+1% +$4.85K 0.05% 182
2019
Q4 		$595K Buy
4,832
+765
+19% +$94.2K 0.07% 155
2019
Q3 		$497K Buy
4,067
+522
+15% +$58.8K 0.07% 160
2019
Q2 		$382K Sell
3,545
-171
-5% -$17.7K 0.06% 188
2019
Q1 		$366K Sell
3,716
-571
-13% -$56.2K 0.06% 196
2018
Q4 		$386K Buy
4,287
+328
+8% +$32.2K 0.07% 174
2018
Q3 		$451K Buy
3,959
+202
+5% +$23.2K 0.09% 165
2018
Q2 		$417K Buy
3,757
+459
+14% +$50.6K 0.11% 135
2018
Q1 		$330K Buy
3,298
+23
+0.7% +$2.43K 0.13% 113
2017
Q4 		$351K Buy
+3,275
New +$348K 0.16% 104

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altium Wealth Management's CE Position: Q2 2022 in Review

Altium Wealth Management reduced its Celanese (CE) stake by 1.5% in Q2 2022, selling an estimated $6.6K and leaving 3,063 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #280.

Altium Wealth Management first reported a position in CE in Q4 2017 and has held it in 19 quarters since. The position peaked at $595K in Q4 2019. 669 funds tracked by Wall St. Rank hold CE as of Q2 2022.

  • Altium Wealth Management held 3,063 shares of Celanese worth $360K as of Q2 2022.
  • Altium Wealth Management sold 46 Celanese shares in Q2 2022, an estimated $6.6K.
  • Celanese made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #280 holding.
  • Altium Wealth Management first reported a position in Celanese in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Celanese position peaked at $595K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held Celanese as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.