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Loring Wolcott & Coolidge Fiduciary Advisors’s Celanese CE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q2 		– Sell
-20
Closed -$2.18K – 636
2023
Q1 		$2.18K Hold
20
– – ﹤0.01% 571
2022
Q4 		$2.04K Hold
20
– – ﹤0.01% 551
2022
Q3 		$2K Hold
20
– – ﹤0.01% 577
2022
Q2 		$2K Buy
+20
New +$2.87K ﹤0.01% 603
2020
Q3 		– Sell
-77
Closed -$7K – 593
2020
Q2 		$7K Buy
+77
New +$6.42K ﹤0.01% 515

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CE Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Celanese (CE) in Q2 2023, closing a stake of 20 shares — an estimated $2.18K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CE in Q2 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2020. 636 funds tracked by Wall St. Rank hold CE as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Celanese position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 20 Celanese shares in Q2 2023, an estimated $2.18K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Celanese in Q2 2020 and held it in 5 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Celanese position peaked at $7K in Q2 2020.
  • 636 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.