AWS
CE icon

Atria Wealth Solutions’s Celanese CE Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-1,617
Closed -$218K – 1936
2024
Q2 		$218K Sell
1,617
-1,493
-48% -$228K ﹤0.01% 1711
2024
Q1 		$535K Buy
3,110
+1,350
+77% +$206K 0.01% 1229
2023
Q4 		$274K Buy
+1,760
New +$230K ﹤0.01% 1560

Other funds holding CE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Atria Wealth Solutions's CE Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Celanese (CE) in Q3 2024, closing a stake of 1,617 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in CE in Q4 2023 and held it in 3 quarters. The position peaked at $535K in Q1 2024. 615 funds tracked by Wall St. Rank hold CE as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Celanese position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,617 Celanese shares in Q3 2024, an estimated $218K.
  • Atria Wealth Solutions first reported a position in Celanese in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Celanese position peaked at $535K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held Celanese as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.