BerganKDV Wealth Management’s Celanese CE Stock Holding History

BerganKDV 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 Q2	$2.05M	Buy	17,740 +336	+2%	+$36.4K	0.21%	83
2023 Q1	$1.9M	Sell	17,404 -258	-1%	-$29.8K	0.2%	93
2022 Q4	$1.81M	Sell	17,662 -442	-2%	-$43.8K	0.2%	97
2022 Q3	$1.64M	Buy	18,104 +1,064	+6%	+$117K	0.2%	98
2022 Q2	$2M	Buy	17,040 +55	+0.3%	+$7.89K	0.23%	88
2022 Q1	$2.43M	Buy	16,985 +1,922	+13%	+$294K	0.26%	81
2021 Q4	$2.53M	Sell	15,063 -772	-5%	-$126K	0.26%	81
2021 Q3	$2.38M	Sell	15,835 -179	-1%	-$27.6K	0.27%	77
2021 Q2	$2.43M	Sell	16,014 -74	-0.5%	-$11.8K	0.29%	72
2021 Q1	$2.41M	Sell	16,088 -309	-2%	-$42.4K	0.31%	68
2020 Q4	$2.13M	Buy	16,397 +395	+2%	+$49.1K	0.3%	71
2020 Q3	$1.72M	Buy	16,002 +703	+5%	+$70.2K	0.27%	79
2020 Q2	$1.32M	Buy	+15,299	New	+$1.28M	0.23%	87

Other funds holding CE

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

BerganKDV Wealth Management's CE Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Celanese (CE) stake by 1.9% in Q2 2023, buying an estimated $36.4K and bringing the position to 17,740 shares worth $2.05M. The position accounts for 0.21% of the portfolio, ranked #83.

BerganKDV Wealth Management first reported a position in CE in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.53M in Q4 2021. 635 funds tracked by Wall St. Rank hold CE as of Q2 2023.

BerganKDV Wealth Management held 17,740 shares of Celanese worth $2.05M as of Q2 2023.
BerganKDV Wealth Management bought 336 Celanese shares in Q2 2023, an estimated $36.4K.
Celanese made up 0.21% of BerganKDV Wealth Management's portfolio in Q2 2023, its #83 holding.
BerganKDV Wealth Management first reported a position in Celanese in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Celanese position peaked at $2.53M in Q4 2021.
635 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.