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 $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return