GoalVest Advisory’s Celanese CE Stock Holding History

GoalVest Advisory’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 Q1	–	Sell	-64	Closed	-$4.43K	–	509
2024 Q4	$4.43K	Hold	64	–	–	﹤0.01%	308
2024 Q3	$8.7K	Buy	+64	New	+$8.41K	﹤0.01%	333
2022 Q2	–	Sell	-1	Closed	–	–	340
2022 Q1	$0	Buy	+1	New	+$153	﹤0.01%	391

Other funds holding CE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

TCAM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GoalVest Advisory's CE Position: Q1 2025 in Review

GoalVest Advisory sold out of Celanese (CE) in Q1 2025, closing a stake of 64 shares — an estimated $4.43K sold.

GoalVest Advisory first reported a position in CE in Q1 2022 and held it in 3 quarters. The position peaked at $8.7K in Q3 2024. 456 funds tracked by Wall St. Rank hold CE as of Q1 2025.

GoalVest Advisory reported no remaining Celanese position as of Q1 2025 after selling out during the quarter.
GoalVest Advisory sold 64 Celanese shares in Q1 2025, an estimated $4.43K.
GoalVest Advisory first reported a position in Celanese in Q1 2022 and held it in 3 quarters.
GoalVest Advisory's Celanese position peaked at $8.7K in Q3 2024.
456 funds tracked by Wall St. Rank held Celanese as of Q1 2025.

Based on GoalVest Advisory's 13F filing for Q1 2025, filed 7 Apr 2025.