Curi Wealth Management’s Celanese CE Stock Holding History

Curi 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
2022 Q3	–	Sell	-1	Closed	–	–	274
2022 Q2	$0	Hold	1	–	–	﹤0.01%	632
2022 Q1	$0	Hold	1	–	–	﹤0.01%	527
2021 Q4	$0	Buy	+1	New	+$163	﹤0.01%	497

Other funds holding CE

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

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

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

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

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Curi Wealth Management's CE Position: Q3 2022 in Review

Curi Wealth Management sold out of Celanese (CE) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in CE in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 633 funds tracked by Wall St. Rank hold CE as of Q3 2022.

Curi Wealth Management reported no remaining Celanese position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 1 Celanese share in Q3 2022.
Curi Wealth Management first reported a position in Celanese in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Celanese position peaked at $0 in Q2 2022.
633 funds tracked by Wall St. Rank held Celanese as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.