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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return