Forum Financial Management’s Celanese CE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
– Sell
-3,873
Closed -$268K – 874
2024
Q4
$268K Buy
3,873
+1,609
+71% +$155K ﹤0.01% 683
2024
Q3
$308K Sell
2,264
-28
-1% -$3.68K 0.01% 502
2024
Q2
$309K Buy
2,292
+944
+70% +$144K 0.01% 466
2024
Q1
$232K Sell
1,348
-173
-11% -$26.3K ﹤0.01% 633
2023
Q4
$236K Sell
1,521
-326
-18% -$42.5K ﹤0.01% 568
2023
Q3
$232K Hold
1,847
– – 0.01% 526
2023
Q2
$214K Buy
+1,847
New +$200K ﹤0.01% 587
2022
Q2
– Sell
-1,478
Closed -$211K – 594
2022
Q1
$211K Hold
1,478
– – 0.01% 545
2021
Q4
$248K Buy
+1,478
New +$241K 0.01% 507

Other funds holding CE

Forum Financial Management's CE Position: Q1 2025 in Review

Forum Financial Management sold out of Celanese (CE) in Q1 2025, closing a stake of 3,873 shares — an estimated $268K sold.

Forum Financial Management first reported a position in CE in Q4 2021 and held it in 9 quarters. The position peaked at $309K in Q2 2024. 458 funds tracked by Wall St. Rank hold CE as of Q1 2025.

  • Forum Financial Management reported no remaining Celanese position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 3,873 Celanese shares in Q1 2025, an estimated $268K.
  • Forum Financial Management first reported a position in Celanese in Q4 2021 and held it in 9 quarters.
  • Forum Financial Management's Celanese position peaked at $309K in Q2 2024.
  • 458 funds tracked by Wall St. Rank held Celanese as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.