Ellevest Inc’s Celanese CE Stock Holding History

Ellevest Inc’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	-45	Closed	-$4.9K	–	581
2023 Q1	$4.9K	Sell	45 -212	-82%	-$24.5K	﹤0.01%	1207
2022 Q4	$26.3K	Sell	257 -115	-31%	-$11.4K	﹤0.01%	775
2022 Q3	$34K	Sell	372 -243	-40%	-$26.7K	﹤0.01%	680
2022 Q2	$72K	Buy	615 +316	+106%	+$45.4K	0.01%	478
2022 Q1	$43K	Sell	299 -14	-4%	-$2.14K	﹤0.01%	562
2021 Q4	$53K	Sell	313 -3	-0.9%	-$489	﹤0.01%	498
2021 Q3	$48K	Buy	316 +54	+21%	+$8.32K	﹤0.01%	492
2021 Q2	$40K	Sell	262 -63	-19%	-$10K	﹤0.01%	515
2021 Q1	$49K	Buy	325 +4	+1%	+$549	0.01%	479
2020 Q4	$42K	Buy	321 +233	+265%	+$29K	0.01%	502
2020 Q3	$9K	Buy	+88	New	+$8.78K	﹤0.01%	669
2020 Q1	–	Sell	-111	Closed	-$14K	–	1109
2019 Q4	$14K	Hold	111	–	–	﹤0.01%	479
2019 Q3	$14K	Buy	111 +11	+11%	+$1.24K	﹤0.01%	198
2019 Q2	$11K	Buy	+100	New	+$10.4K	﹤0.01%	244

Other funds holding CE

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

Capital Research Global Investors

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

Wellington Management Group

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

Fidelity Investments

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

Berkshire Hathaway

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

Capital International Investors

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 $653B AUM 32.41% 1-Year Est. Return