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Capstone Financial Advisors’s Celanese CE Stock Holding History

Capstone Financial 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
2025
Q3 		– Sell
-4,000
Closed -$221K – 185
2025
Q2 		$221K Hold
4,000
– – 0.01% 148
2025
Q1 		$227K Buy
+4,000
New +$250K 0.01% 133

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Advisors's CE Position: Q3 2025 in Review

Capstone Financial Advisors sold out of Celanese (CE) in Q3 2025, closing a stake of 4,000 shares — an estimated $221K sold.

Capstone Financial Advisors first reported a position in CE in Q1 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2025. 417 funds tracked by Wall St. Rank hold CE as of Q3 2025.

  • Capstone Financial Advisors reported no remaining Celanese position as of Q3 2025 after selling out during the quarter.
  • Capstone Financial Advisors sold 4,000 Celanese shares in Q3 2025, an estimated $221K.
  • Capstone Financial Advisors first reported a position in Celanese in Q1 2025 and held it in 2 quarters.
  • Capstone Financial Advisors's Celanese position peaked at $227K in Q1 2025.
  • 417 funds tracked by Wall St. Rank held Celanese as of Q3 2025.

Based on Capstone Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.