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Biltmore Wealth Management’s Celanese CE Stock Holding History

Biltmore 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
2024
Q3 		– Sell
-4,181
Closed -$564K – 56
2024
Q2 		$564K Sell
4,181
-680
-14% -$104K 0.24% 36
2024
Q1 		$755K Hold
4,861
– – 0.36% 31
2023
Q4 		$755K Buy
4,861
+27
+0.6% +$3.52K 0.36% 31
2023
Q3 		$607K Buy
4,834
+28
+0.6% +$3.44K 0.29% 34
2023
Q2 		$557K Buy
4,806
+261
+6% +$28.3K 0.24% 37
2023
Q1 		$495K Buy
4,545
+27
+0.6% +$3.12K 0.2% 39
2022
Q4 		$462K Buy
4,518
+29
+0.6% +$2.88K 0.2% 40
2022
Q3 		$406K Buy
4,489
+748
+20% +$82.2K 0.19% 39
2022
Q2 		$440K Sell
3,741
-28
-0.7% -$4.02K 0.19% 39
2022
Q1 		$539K Buy
3,769
+7
+0.2% +$1.07K 0.21% 39
2021
Q4 		$632K Sell
3,762
-559
-13% -$91K 0.24% 37
2021
Q3 		$651K Buy
4,321
+656
+18% +$101K 0.26% 37
2021
Q2 		$556K Buy
+3,665
New +$582K 0.23% 35

Other funds holding CE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Biltmore Wealth Management's CE Position: Q3 2024 in Review

Biltmore Wealth Management sold out of Celanese (CE) in Q3 2024, closing a stake of 4,181 shares — an estimated $564K sold.

Biltmore Wealth Management first reported a position in CE in Q2 2021 and held it in 13 quarters. The position peaked at $755K in Q1 2024. 615 funds tracked by Wall St. Rank hold CE as of Q3 2024.

  • Biltmore Wealth Management reported no remaining Celanese position as of Q3 2024 after selling out during the quarter.
  • Biltmore Wealth Management sold 4,181 Celanese shares in Q3 2024, an estimated $564K.
  • Biltmore Wealth Management first reported a position in Celanese in Q2 2021 and held it in 13 quarters.
  • Biltmore Wealth Management's Celanese position peaked at $755K in Q1 2024.
  • 615 funds tracked by Wall St. Rank held Celanese as of Q3 2024.

Based on Biltmore Wealth Management's 13F filing for Q3 2024, filed 4 Oct 2024.