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Arkadios Wealth Advisors’s Celanese CE Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-157
Closed -$23K – 760
2021
Q3 		$23K Hold
157
– – ﹤0.01% 1152
2021
Q2 		$23K Buy
157
+57
+57% +$9.05K ﹤0.01% 1216
2021
Q1 		$14K Hold
100
– – ﹤0.01% 1076
2020
Q4 		$12K Hold
100
– – ﹤0.01% 905
2020
Q3 		$12K Hold
100
– – 0.01% 711
2020
Q2 		$8.88K Sell
100
-105
-51% -$8.75K ﹤0.01% 702
2020
Q1 		$15.1K Buy
205
+2
+1% +$198 0.01% 547
2019
Q4 		$22.4K Buy
+203
New +$25K 0.01% 438

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's CE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Celanese (CE) in Q4 2021, closing a stake of 157 shares — an estimated $23K sold.

Arkadios Wealth Advisors first reported a position in CE in Q4 2019 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 712 funds tracked by Wall St. Rank hold CE as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Celanese position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 157 Celanese shares in Q4 2021, an estimated $23K.
  • Arkadios Wealth Advisors first reported a position in Celanese in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Celanese position peaked at $23K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held Celanese as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.