BHK Investment Advisors’s Celanese CE Stock Holding History

BHK Investment 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
2024 Q4	–	Sell	-3,759	Closed	-$511K	–	60
2024 Q3	$511K	Buy	3,759 +76	+2%	+$9.99K	0.19%	45
2024 Q2	$497K	Sell	3,683 -169	-4%	-$25.8K	0.2%	43
2024 Q1	$662K	Buy	3,852 +1,260	+49%	+$192K	0.25%	34
2023 Q4	$403K	Sell	2,592 -1,185	-31%	-$155K	0.23%	31
2023 Q3	$474K	Sell	3,777 -349	-8%	-$42.9K	0.22%	39
2023 Q2	$478K	Buy	4,126 +335	+9%	+$36.3K	0.2%	42
2023 Q1	$413K	Buy	+3,791	New	+$438K	0.18%	46

Other funds holding CE

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BHK Investment Advisors's CE Position: Q4 2024 in Review

BHK Investment Advisors sold out of Celanese (CE) in Q4 2024, closing a stake of 3,759 shares — an estimated $511K sold.

BHK Investment Advisors first reported a position in CE in Q1 2023 and held it in 7 quarters. The position peaked at $662K in Q1 2024. 568 funds tracked by Wall St. Rank hold CE as of Q4 2024.

BHK Investment Advisors reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
BHK Investment Advisors sold 3,759 Celanese shares in Q4 2024, an estimated $511K.
BHK Investment Advisors first reported a position in Celanese in Q1 2023 and held it in 7 quarters.
BHK Investment Advisors's Celanese position peaked at $662K in Q1 2024.
568 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on BHK Investment Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.