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Independent Advisor Alliance’s Celanese CE Stock Holding History

Independent Advisor Alliance’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
2022
Q2 		– Sell
-1,792
Closed -$256K – 635
2022
Q1 		$256K Buy
1,792
+1
+0.1% +$153 0.01% 540
2021
Q4 		$301K Sell
1,791
-126
-7% -$20.5K 0.01% 524
2021
Q3 		$289K Sell
1,917
-73
-4% -$11.2K 0.02% 498
2021
Q2 		$302K Sell
1,990
-80
-4% -$12.7K 0.02% 504
2021
Q1 		$310K Sell
2,070
-62
-3% -$8.52K 0.02% 479
2020
Q4 		$277K Buy
2,132
+1
+0% +$124 0.02% 444
2020
Q3 		$229K Buy
+2,131
New +$213K 0.02% 430
2020
Q1 		– Sell
-2,161
Closed -$266K – 472
2019
Q4 		$266K Sell
2,161
-105
-5% -$12.9K 0.01% 720
2019
Q3 		$277K Sell
2,266
-263
-10% -$29.6K 0.03% 354
2019
Q2 		$273K Buy
+2,529
New +$262K 0.04% 317
2018
Q4 		– Sell
-1,892
Closed -$209K – 410
2018
Q3 		$209K Buy
+1,892
New +$217K 0.04% 342

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's CE Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Celanese (CE) in Q2 2022, closing a stake of 1,792 shares — an estimated $256K sold.

Independent Advisor Alliance first reported a position in CE in Q3 2018 and held it in 11 quarters. The position peaked at $310K in Q1 2021. 669 funds tracked by Wall St. Rank hold CE as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Celanese position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,792 Celanese shares in Q2 2022, an estimated $256K.
  • Independent Advisor Alliance first reported a position in Celanese in Q3 2018 and held it in 11 quarters.
  • Independent Advisor Alliance's Celanese position peaked at $310K in Q1 2021.
  • 669 funds tracked by Wall St. Rank held Celanese as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.