Evoke Wealth’s Celanese CE Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-8	Closed	-$1K	–	491
2022 Q3	$1K	Sell	8 -134	-94%	-$14.7K	﹤0.01%	1101
2022 Q2	$17K	Buy	142 +134	+1,675%	+$19.2K	﹤0.01%	677
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1102
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	1107
2021 Q3	$1K	Sell	8 -26	-76%	-$4K	﹤0.01%	1062
2021 Q2	$5K	Buy	34 +23	+209%	+$3.65K	﹤0.01%	858
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	1010
2020 Q4	$1K	Sell	11 -525	-98%	-$65.3K	﹤0.01%	943
2020 Q3	$58K	Sell	536 -18	-3%	-$1.8K	﹤0.01%	338
2020 Q2	$48K	Buy	554 +537	+3,159%	+$44.8K	﹤0.01%	353
2020 Q1	$1.25K	Sell	17 -37	-69%	-$3.66K	﹤0.01%	896
2019 Q4	$6.66K	Hold	54	–	–	﹤0.01%	850
2019 Q3	$6.61K	Buy	+54	New	+$6.08K	﹤0.01%	929

Other funds holding CE

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

Berkshire Hathaway

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

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

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

Wellington Management Group

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

Fidelity Investments

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Geode Capital Management

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