Carolinas Wealth Consulting’s Celanese CE Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-10	Closed	-$568	–	141
2025 Q1	$568	Sell	10 -5	-33%	-$312	﹤0.01%	958
2024 Q4	$1.04K	Sell	15 -51	-77%	-$4.9K	﹤0.01%	941
2024 Q3	$8.97K	Hold	66	–	–	﹤0.01%	577
2024 Q2	$8.9K	Sell	66 -2	-3%	-$306	﹤0.01%	575
2024 Q1	$11.7K	Buy	68 +2	+3%	+$305	﹤0.01%	544
2023 Q4	$10.3K	Buy	+66	New	+$8.61K	﹤0.01%	538
2022 Q4	–	Sell	-6	Closed	-$1K	–	1074
2022 Q3	$1K	Sell	6 -240	-98%	-$26.4K	﹤0.01%	800
2022 Q2	$29K	Hold	246	–	–	0.01%	401
2022 Q1	$35K	Hold	246	–	–	0.01%	402
2021 Q4	$41K	Sell	246 -1	-0.4%	-$163	0.01%	389
2021 Q3	$37K	Hold	247	–	–	0.01%	384
2021 Q2	$37K	Buy	247 +130	+111%	+$20.6K	0.01%	399
2021 Q1	$18K	Buy	117 +105	+875%	+$14.4K	﹤0.01%	525
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	734
2020 Q3	$1K	Buy	+12	New	+$1.2K	﹤0.01%	801

Other funds holding CE

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TCAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's CE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Celanese (CE) in Q2 2025, closing a stake of 10 shares — an estimated $568 sold.

Carolinas Wealth Consulting first reported a position in CE in Q3 2020 and held it in 15 quarters. The position peaked at $41K in Q4 2021. 449 funds tracked by Wall St. Rank hold CE as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Celanese position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 10 Celanese shares in Q2 2025, an estimated $568.
Carolinas Wealth Consulting first reported a position in Celanese in Q3 2020 and held it in 15 quarters.
Carolinas Wealth Consulting's Celanese position peaked at $41K in Q4 2021.
449 funds tracked by Wall St. Rank held Celanese as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.