Congress Wealth Management’s Celanese CE Stock Holding History

Congress 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 Q4	–	Sell	-2,064	Closed	-$281K	–	877
2024 Q3	$281K	Sell	2,064 -75	-4%	-$9.86K	﹤0.01%	750
2024 Q2	$289K	Hold	2,139	–	–	﹤0.01%	629
2024 Q1	$368K	Buy	2,139 +123	+6%	+$18.7K	0.01%	479
2023 Q4	$313K	Sell	2,016 -40	-2%	-$5.22K	0.01%	522
2023 Q3	$258K	Sell	2,056 -1	-0%	-$123	0.01%	545
2023 Q2	$238K	Sell	2,057 -33	-2%	-$3.58K	0.01%	511
2023 Q1	$228K	Buy	+2,090	New	+$241K	0.01%	520
2022 Q3	–	Sell	-2,180	Closed	-$256K	–	549
2022 Q2	$256K	Buy	+2,180	New	+$313K	0.01%	499

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's CE Position: Q4 2024 in Review

Congress Wealth Management sold out of Celanese (CE) in Q4 2024, closing a stake of 2,064 shares — an estimated $281K sold.

Congress Wealth Management first reported a position in CE in Q2 2022 and held it in 8 quarters. The position peaked at $368K in Q1 2024. 570 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Congress Wealth Management reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 2,064 Celanese shares in Q4 2024, an estimated $281K.
Congress Wealth Management first reported a position in Celanese in Q2 2022 and held it in 8 quarters.
Congress Wealth Management's Celanese position peaked at $368K in Q1 2024.
570 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.