Forvis Mazars Wealth Advisors’s Celanese CE Stock Holding History

Forvis Mazars 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
2025 Q3	–	Sell	-14,977	Closed	-$829K	–	404
2025 Q2	$829K	Buy	14,977 +910	+6%	+$45.4K	0.02%	223
2025 Q1	$799K	Buy	14,067 +5,522	+65%	+$345K	0.02%	223
2024 Q4	$591K	Sell	8,545 -2,217	-21%	-$213K	0.01%	288
2024 Q3	$1.46M	Buy	10,762 +182	+2%	+$23.9K	0.03%	189
2024 Q2	$1.43M	Sell	10,580 -29	-0.3%	-$4.43K	0.04%	184
2024 Q1	$1.82M	Sell	10,609 -259	-2%	-$39.4K	0.05%	167
2023 Q4	$1.69M	Sell	10,868 -56	-0.5%	-$7.3K	0.05%	167
2023 Q3	$1.37M	Sell	10,924 -6,855	-39%	-$843K	0.04%	181
2023 Q2	$2.06M	Buy	17,779 +7,785	+78%	+$844K	0.06%	159
2023 Q1	$1.09M	Buy	9,994 +2,218	+29%	+$256K	0.04%	194
2022 Q4	$795K	Buy	7,776 +396	+5%	+$39.3K	0.03%	218
2022 Q3	$667K	Buy	7,380 +2,001	+37%	+$220K	0.03%	233
2022 Q2	$632K	Buy	5,379 +885	+20%	+$127K	0.03%	226
2022 Q1	$642K	Buy	+4,494	New	+$686K	0.03%	171

Other funds holding CE

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

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

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return