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Baker Tilly Wealth Management’s Celanese CE Stock Holding History

Baker Tilly 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
Q2 		– Sell
-1,317
Closed -$226K – 301
2024
Q1 		$226K Buy
1,317
+2
+0.2% +$305 0.04% 392
2023
Q4 		$204K Buy
+1,315
New +$172K 0.03% 449
2023
Q2 		– Sell
-2,985
Closed -$325K – 553
2023
Q1 		$325K Buy
+2,985
New +$345K 0.04% 437
2022
Q2 		– Sell
-1,478
Closed -$211K – 500
2022
Q1 		$211K Buy
1,478
+8
+0.5% +$1.22K 0.02% 488
2021
Q4 		$247K Hold
1,470
– – 0.03% 463
2021
Q3 		$221K Hold
1,470
– – 0.03% 470
2021
Q2 		$223K Hold
1,470
– – 0.04% 461
2021
Q1 		$220K Buy
+1,470
New +$202K 0.05% 429

Other funds holding CE

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return