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Evergreen Wealth Solutions’s Celanese CE Stock Holding History

Evergreen Wealth Solutions’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
Q2 		– Sell
-3,082
Closed -$530K – 118
2024
Q1 		$530K Sell
3,082
-308
-9% -$46.9K 0.39% 58
2023
Q4 		$527K Buy
3,390
+31
+0.9% +$4.04K 0.45% 55
2023
Q3 		$422K Sell
3,359
-137
-4% -$16.8K 0.43% 66
2023
Q2 		$405K Buy
3,496
+762
+28% +$82.6K 0.41% 67
2023
Q1 		$298K Buy
2,734
+66
+2% +$7.62K 0.34% 78
2022
Q4 		$273K Buy
+2,668
New +$265K 0.36% 73

Other funds holding CE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Wealth Solutions's CE Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of Celanese (CE) in Q2 2024, closing a stake of 3,082 shares — an estimated $530K sold.

Evergreen Wealth Solutions first reported a position in CE in Q4 2022 and held it in 6 quarters. The position peaked at $530K in Q1 2024. 658 funds tracked by Wall St. Rank hold CE as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining Celanese position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 3,082 Celanese shares in Q2 2024, an estimated $530K.
  • Evergreen Wealth Solutions first reported a position in Celanese in Q4 2022 and held it in 6 quarters.
  • Evergreen Wealth Solutions's Celanese position peaked at $530K in Q1 2024.
  • 658 funds tracked by Wall St. Rank held Celanese as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.