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Financial Synergies Wealth Advisors’s Celanese CE Stock Holding History

Financial Synergies 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
2023
Q2 		– Sell
-131
Closed -$14.3K – 500
2023
Q1 		$14.3K Buy
+131
New +$15.1K ﹤0.01% 210
2022
Q3 		– Sell
-2
Closed -$236 – 478
2022
Q2 		$236 Buy
+2
New +$287 ﹤0.01% 461

Other funds holding CE

Vanguard Group
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's CE Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Celanese (CE) in Q2 2023, closing a stake of 131 shares — an estimated $14.3K sold.

Financial Synergies Wealth Advisors first reported a position in CE in Q2 2022 and held it in 2 quarters. The position peaked at $14.3K in Q1 2023. 635 funds tracked by Wall St. Rank hold CE as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Celanese position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 131 Celanese shares in Q2 2023, an estimated $14.3K.
  • Financial Synergies Wealth Advisors first reported a position in Celanese in Q2 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Celanese position peaked at $14.3K in Q1 2023.
  • 635 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.