IFG Advisory’s Celanese CE Stock Holding History

IFG 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	-15,113	Closed	-$1.05M	–	683
2024 Q4	$1.05M	Sell	15,113 -19,644	-57%	-$1.89M	0.06%	287
2024 Q3	$4.73M	Sell	34,757 -521	-1%	-$68.5K	0.3%	93
2024 Q2	$4.76M	Buy	35,278 +253	+0.7%	+$38.7K	0.31%	83
2024 Q1	$6.02M	Sell	35,025 -1,988	-5%	-$303K	0.45%	55
2023 Q4	$5.75M	Buy	37,013 +16,515	+81%	+$2.15M	0.42%	52
2023 Q3	$2.57M	Hold	20,498	–	–	0.22%	121
2023 Q2	$2.37M	Buy	20,498 +14,004	+216%	+$1.52M	0.21%	139
2023 Q1	$707K	Buy	6,494 +570	+10%	+$65.8K	0.07%	260
2022 Q4	$605K	Buy	5,924 +1,370	+30%	+$136K	0.06%	279
2022 Q3	$411K	Sell	4,554 -267	-6%	-$29.3K	0.04%	351
2022 Q2	$567K	Sell	4,821 -7,530	-61%	-$1.08M	0.06%	271
2022 Q1	$1.76M	Buy	12,351 +531	+4%	+$81.1K	0.18%	141
2021 Q4	$1.99M	Sell	11,820 -151	-1%	-$24.6K	0.19%	127
2021 Q3	$1.8M	Buy	11,971 +1,348	+13%	+$208K	0.19%	137
2021 Q2	$1.61M	Buy	+10,623	New	+$1.69M	0.18%	147

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors

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

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

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

Capital International Investors

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