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Evolution Wealth Advisors’s Celanese CE Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-20
Closed -$3K – 238
2021
Q3 		$3K Hold
20
– – ﹤0.01% 595
2021
Q2 		$3K Hold
20
– – ﹤0.01% 580
2021
Q1 		$3K Hold
20
– – ﹤0.01% 587
2020
Q4 		$3K Hold
20
– – ﹤0.01% 505
2020
Q3 		$2K Hold
20
– – ﹤0.01% 529
2020
Q2 		$2K Buy
+20
New +$1.67K ﹤0.01% 471
2020
Q1 		– Sell
-22
Closed -$3K – 365
2019
Q4 		$3K Buy
22
+1
+5% +$123 ﹤0.01% 491
2019
Q3 		$3K Hold
21
– – ﹤0.01% 350
2019
Q2 		$2K Buy
+21
New +$2.17K ﹤0.01% 389

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's CE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Celanese (CE) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in CE in Q2 2019 and held it in 9 quarters. The position peaked at $3K in Q3 2021. 712 funds tracked by Wall St. Rank hold CE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Celanese position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 20 Celanese shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Celanese in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Celanese position peaked at $3K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held Celanese as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.