Baystate Wealth Management’s Celanese CE Stock Holding History

Baystate 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
2023 Q4	$30K	Buy	192 +1	+0.5%	+$130	﹤0.01%	480
2023 Q3	$24.1K	Buy	191 +1	+0.5%	+$123	﹤0.01%	451
2023 Q2	$22.1K	Buy	190 +1	+0.5%	+$108	﹤0.01%	444
2023 Q1	$20.6K	Buy	189 +1	+0.5%	+$115	﹤0.01%	458
2022 Q4	$19K	Buy	188 +2	+1%	+$198	﹤0.01%	467
2022 Q3	$17K	Buy	186 +1	+0.5%	+$110	﹤0.01%	448
2022 Q2	$22K	Buy	185 +1	+0.5%	+$144	﹤0.01%	433
2022 Q1	$26K	Hold	184	–	–	﹤0.01%	410
2021 Q4	$31K	Buy	184 +66	+56%	+$10.7K	﹤0.01%	397
2021 Q3	$18K	Buy	118 +1	+0.9%	+$154	﹤0.01%	438
2021 Q2	$18K	Hold	117	–	–	﹤0.01%	423
2021 Q1	$18K	Buy	117 +1	+0.9%	+$137	﹤0.01%	385
2020 Q4	$15K	Hold	116	–	–	﹤0.01%	383
2020 Q3	$12K	Buy	116 +1	+0.9%	+$100	﹤0.01%	374
2020 Q2	$10K	Buy	115 +1	+0.9%	+$83	﹤0.01%	388
2020 Q1	$8K	Hold	114	–	–	﹤0.01%	384
2019 Q4	$14K	Buy	114 +1	+0.9%	+$123	﹤0.01%	364
2019 Q3	$14K	Buy	113 +1	+0.9%	+$113	﹤0.01%	326
2019 Q2	$12K	Sell	112 -229	-67%	-$23.7K	﹤0.01%	343
2019 Q1	$38K	Buy	341 +10	+3%	+$984	0.01%	244
2018 Q4	$32K	Buy	331 +221	+201%	+$21.7K	﹤0.01%	254
2018 Q3	$11K	Hold	110	–	–	﹤0.01%	363
2018 Q2	$12K	Buy	110 +60	+120%	+$6.62K	﹤0.01%	345
2018 Q1	$6K	Buy	50 +20	+67%	+$2.11K	﹤0.01%	399
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	465
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	454
2017 Q2	$3K	Hold	30	–	–	﹤0.01%	450
2017 Q1	$3K	Buy	+30	New	+$2.62K	﹤0.01%	423

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

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baystate Wealth Management's CE Position: Q4 2023 in Review

Baystate Wealth Management increased its Celanese (CE) stake by 0.52% in Q4 2023, buying an estimated $130 and bringing the position to 192 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Baystate Wealth Management first reported a position in CE in Q1 2017 and has held it in 28 quarters since. The position peaked at $38K in Q1 2019. 643 funds tracked by Wall St. Rank hold CE as of Q4 2023.

Baystate Wealth Management held 192 shares of Celanese worth $30K as of Q4 2023.
Baystate Wealth Management bought 1 Celanese share in Q4 2023, an estimated $130.
Celanese made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #480 holding.
Baystate Wealth Management first reported a position in Celanese in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Celanese position peaked at $38K in Q1 2019.
643 funds tracked by Wall St. Rank held Celanese as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.