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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baker Tilly Wealth Management's CE Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Celanese (CE) in Q2 2024, closing a stake of 1,317 shares — an estimated $226K sold.

Baker Tilly Wealth Management first reported a position in CE in Q1 2021 and held it in 8 quarters. The position peaked at $325K in Q1 2023. 658 funds tracked by Wall St. Rank hold CE as of Q2 2024.

Baker Tilly Wealth Management reported no remaining Celanese position as of Q2 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,317 Celanese shares in Q2 2024, an estimated $226K.
Baker Tilly Wealth Management first reported a position in Celanese in Q1 2021 and held it in 8 quarters.
Baker Tilly Wealth Management's Celanese position peaked at $325K in Q1 2023.
658 funds tracked by Wall St. Rank held Celanese as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.