IWC
CE icon

Integrated Wealth Concepts’s Celanese CE Stock Holding History

Integrated Wealth Concepts’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
2023
Q4 		– Sell
-3,653
Closed -$459K – 1598
2023
Q3 		$459K Sell
3,653
-141
-4% -$17.3K 0.01% 1015
2023
Q2 		$439K Buy
+3,794
New +$411K 0.01% 1044
2022
Q3 		– Sell
-2,835
Closed -$333K – 957
2022
Q2 		$333K Buy
+2,835
New +$407K 0.01% 724

Other funds holding CE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's CE Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Celanese (CE) in Q4 2023, closing a stake of 3,653 shares — an estimated $459K sold.

Integrated Wealth Concepts first reported a position in CE in Q2 2022 and held it in 3 quarters. The position peaked at $459K in Q3 2023. 642 funds tracked by Wall St. Rank hold CE as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Celanese position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,653 Celanese shares in Q4 2023, an estimated $459K.
  • Integrated Wealth Concepts first reported a position in Celanese in Q2 2022 and held it in 3 quarters.
  • Integrated Wealth Concepts's Celanese position peaked at $459K in Q3 2023.
  • 642 funds tracked by Wall St. Rank held Celanese as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.