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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 – 411
2018
Q3 		$209K Buy
+1,892
New +$217K 0.05% 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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return