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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

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return