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Avitas Wealth Management’s Celanese CE Stock Holding History

Avitas 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
2024
Q4 		$687K Sell
9,928
-53
-0.5% -$5.09K 0.1% 147
2024
Q3 		$1.36M Sell
9,981
-85
-0.8% -$11.2K 0.19% 122
2024
Q2 		$1.36M Sell
10,066
-90
-0.9% -$13.8K 0.2% 117
2024
Q1 		$1.75M Sell
10,156
-117
-1% -$17.8K 0.27% 103
2023
Q4 		$1.6M Buy
10,273
+187
+2% +$24.4K 0.27% 104
2023
Q3 		$1.27M Sell
10,086
-248
-2% -$30.5K 0.24% 107
2023
Q2 		$1.2M Buy
10,334
+15
+0.1% +$1.63K 0.22% 116
2023
Q1 		$1.12M Sell
10,319
-37
-0.4% -$4.27K 0.22% 119
2022
Q4 		$1.06M Buy
10,356
+56
+0.5% +$5.55K 0.22% 112
2022
Q3 		$931K Buy
10,300
+141
+1% +$15.5K 0.21% 113
2022
Q2 		$1.2M Buy
10,159
+56
+0.6% +$8.04K 0.26% 113
2022
Q1 		$1.44M Sell
10,103
-6,459
-39% -$986K 0.26% 105
2021
Q4 		$2.78M Buy
16,562
+216
+1% +$35.2K 0.47% 81
2021
Q3 		$2.46M Sell
16,346
-232
-1% -$35.7K 0.45% 88
2021
Q2 		$2.51M Buy
16,578
+396
+2% +$62.9K 0.45% 88
2021
Q1 		$2.42M Sell
16,182
-1,115
-6% -$153K 0.47% 79
2020
Q4 		$2.25M Buy
17,297
+28
+0.2% +$3.48K 0.46% 92
2020
Q3 		$1.86M Sell
17,269
-72
-0.4% -$7.19K 0.52% 71
2020
Q2 		$1.5M Sell
17,341
-591
-3% -$49.3K 0.5% 84
2020
Q1 		$1.32M Sell
17,932
-9,855
-35% -$975K 0.6% 65
2019
Q4 		$3.42M Buy
27,787
+51
+0.2% +$6.28K 0.88% 46
2019
Q3 		$3.39M Buy
27,736
+444
+2% +$50K 0.94% 36
2019
Q2 		$2.94M Sell
27,292
-319
-1% -$33K 0.82% 51
2019
Q1 		$2.72M Buy
27,611
+103
+0.4% +$10.1K 0.79% 56
2018
Q4 		$2.48M Sell
27,508
-420
-2% -$41.2K 0.81% 59
2018
Q3 		$3.18M Buy
27,928
+531
+2% +$60.9K 0.9% 44
2018
Q2 		$3.04M Buy
+27,397
New +$3.02M 0.95% 38

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's CE Position: Q4 2024 in Review

Avitas Wealth Management reduced its Celanese (CE) stake by 0.53% in Q4 2024, selling an estimated $5.09K and leaving 9,928 shares worth $687K. The position accounts for 0.1% of the portfolio, ranked #147.

Avitas Wealth Management first reported a position in CE in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.42M in Q4 2019. 567 funds tracked by Wall St. Rank hold CE as of Q4 2024.

  • Avitas Wealth Management held 9,928 shares of Celanese worth $687K as of Q4 2024.
  • Avitas Wealth Management sold 53 Celanese shares in Q4 2024, an estimated $5.09K.
  • Celanese made up 0.1% of Avitas Wealth Management's portfolio in Q4 2024, its #147 holding.
  • Avitas Wealth Management first reported a position in Celanese in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Celanese position peaked at $3.42M in Q4 2019.
  • 567 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.