Avior Wealth Management’s Celanese CE Stock Holding History

Avior 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
2025 Q1	–	Sell	-113	Closed	-$7.82K	–	1002
2024 Q4	$7.82K	Sell	113 -231	-67%	-$22.2K	﹤0.01%	1702
2024 Q3	$46.8K	Buy	344 +16	+5%	+$2.1K	﹤0.01%	1142
2024 Q2	$44.3K	Sell	328 -81	-20%	-$12.4K	﹤0.01%	1134
2024 Q1	$70.4K	Buy	409 +111	+37%	+$16.9K	﹤0.01%	1097
2023 Q4	$46.4K	Hold	298	–	–	﹤0.01%	741
2023 Q3	$37.5K	Buy	298 +2	+0.7%	+$246	﹤0.01%	822
2023 Q2	$34.4K	Sell	296 -127	-30%	-$13.8K	﹤0.01%	842
2023 Q1	$46.2K	Buy	+423	New	+$48.8K	﹤0.01%	787
2022 Q4	–	Sell	-4	Closed	–	–	1289
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1165
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1077
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1111
2021 Q4	$0	Hold	4	–	–	﹤0.01%	1099
2021 Q3	$0	Sell	4 -1,979	-100%	-$305K	﹤0.01%	1064
2021 Q2	$300K	Sell	1,983 -2,501	-56%	-$397K	0.03%	366
2021 Q1	$671K	Buy	+4,484	New	+$616K	0.07%	235

Other funds holding CE

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

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