BDO Wealth Advisors’s Celanese CE Stock Holding History

BDO Wealth Advisors’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 Q2	$1.02M	Sell	8,842 -904	-9%	-$98K	0.12%	130
2023 Q1	$1.06M	Sell	9,746 -946	-9%	-$109K	0.13%	124
2022 Q4	$1.09M	Buy	10,692 +472	+5%	+$46.8K	0.14%	126
2022 Q3	$923K	Buy	10,220 +141	+1%	+$15.5K	0.12%	126
2022 Q2	$1.19M	Buy	10,079 +77	+0.8%	+$11.1K	0.15%	118
2022 Q1	$1.43M	Buy	+10,002	New	+$1.53M	0.15%	113
2018 Q4	–	Sell	-65	Closed	-$7K	–	558
2018 Q3	$7K	Hold	65	–	–	﹤0.01%	483
2018 Q2	$7K	Sell	65 -100	-61%	-$11K	﹤0.01%	490
2018 Q1	$17K	Hold	165	–	–	0.01%	344
2017 Q4	$18K	Sell	165 -75	-31%	-$7.97K	0.01%	284
2017 Q3	$25K	Sell	240 -625	-72%	-$61.4K	0.01%	245
2017 Q2	$82K	Buy	+865	New	+$77.1K	0.04%	184

Other funds holding CE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BDO Wealth Advisors's CE Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Celanese (CE) stake by 9.3% in Q2 2023, selling an estimated $98K and leaving 8,842 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #130.

BDO Wealth Advisors first reported a position in CE in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.43M in Q1 2022. 635 funds tracked by Wall St. Rank hold CE as of Q2 2023.

BDO Wealth Advisors held 8,842 shares of Celanese worth $1.02M as of Q2 2023.
BDO Wealth Advisors sold 904 Celanese shares in Q2 2023, an estimated $98K.
Celanese made up 0.12% of BDO Wealth Advisors's portfolio in Q2 2023, its #130 holding.
BDO Wealth Advisors first reported a position in Celanese in Q2 2017 and has held it in 12 quarters since.
BDO Wealth Advisors's Celanese position peaked at $1.43M in Q1 2022.
635 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.