IWP
CE icon

Icon Wealth Partners’s Celanese CE Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-572
Closed -$56K – 259
2019
Q1 		$56K Buy
+572
New +$56.3K 0.02% 341
2018
Q4 		– Sell
-1,222
Closed -$139K – 222
2018
Q3 		$139K Buy
1,222
+712
+140% +$81.6K 0.06% 218
2018
Q2 		$57K Buy
+510
New +$56.3K 0.02% 351
2018
Q1 		– Sell
-591
Closed -$63K – 336
2017
Q4 		$63K Buy
+591
New +$62.8K 0.03% 357

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return