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Avantax Advisory Services’s Celanese CE Stock Holding History

Avantax Advisory Services’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
-2,216
Closed -$299K – 2132
2024
Q2 		$299K Buy
2,216
+146
+7% +$22.3K ﹤0.01% 1701
2024
Q1 		$356K Buy
2,070
+33
+2% +$5.03K ﹤0.01% 1211
2023
Q4 		$317K Buy
2,037
+190
+10% +$24.8K ﹤0.01% 1208
2023
Q3 		$232K Sell
1,847
-93
-5% -$11.4K ﹤0.01% 1341
2023
Q2 		$225K Buy
+1,940
New +$210K ﹤0.01% 1346
2022
Q1 		– Sell
-1,285
Closed -$216K – 1290
2021
Q4 		$216K Buy
+1,285
New +$209K ﹤0.01% 1140

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

Avantax Advisory Services's CE Position: Q3 2024 in Review

Avantax Advisory Services sold out of Celanese (CE) in Q3 2024, closing a stake of 2,216 shares — an estimated $299K sold.

Avantax Advisory Services first reported a position in CE in Q4 2021 and held it in 6 quarters. The position peaked at $356K in Q1 2024. 615 funds tracked by Wall St. Rank hold CE as of Q3 2024.

  • Avantax Advisory Services reported no remaining Celanese position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 2,216 Celanese shares in Q3 2024, an estimated $299K.
  • Avantax Advisory Services first reported a position in Celanese in Q4 2021 and held it in 6 quarters.
  • Avantax Advisory Services's Celanese position peaked at $356K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held Celanese as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.