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Concord Wealth Partners’s Celanese CE Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-39
Closed -$5K – 311
2022
Q2 		$5K Buy
39
+24
+160% +$3.44K ﹤0.01% 810
2022
Q1 		$2K Hold
15
– – ﹤0.01% 1073
2021
Q4 		$3K Buy
+15
New +$2.44K ﹤0.01% 1033
2021
Q3 		– Sell
-15
Closed -$2K – 927
2021
Q2 		$2K Hold
15
– – ﹤0.01% 873
2021
Q1 		$2K Buy
+15
New +$2.06K ﹤0.01% 807

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concord Wealth Partners's CE Position: Q3 2022 in Review

Concord Wealth Partners sold out of Celanese (CE) in Q3 2022, closing a stake of 39 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in CE in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 633 funds tracked by Wall St. Rank hold CE as of Q3 2022.

  • Concord Wealth Partners reported no remaining Celanese position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Celanese shares in Q3 2022, an estimated $5K.
  • Concord Wealth Partners first reported a position in Celanese in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Celanese position peaked at $5K in Q2 2022.
  • 633 funds tracked by Wall St. Rank held Celanese as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.