CM Wealth Advisors’s Celanese CE Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-10,380	Closed	-$1.04M	–	207
2023 Q1	$1.04M	Buy	+10,380	New	+$1.2M	0.2%	154

Other funds holding CE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

CM Wealth Advisors's CE Position: Q2 2023 in Review

CM Wealth Advisors sold out of Celanese (CE) in Q2 2023, closing a stake of 10,380 shares — an estimated $1.04M sold.

CM Wealth Advisors first reported a position in CE in Q1 2023 and held it in 1 quarter. The position peaked at $1.04M in Q1 2023. 635 funds tracked by Wall St. Rank hold CE as of Q2 2023.

CM Wealth Advisors reported no remaining Celanese position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 10,380 Celanese shares in Q2 2023, an estimated $1.04M.
CM Wealth Advisors first reported a position in Celanese in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Celanese position peaked at $1.04M in Q1 2023.
635 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.