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Mascoma Wealth Management’s Celanese CE Stock Holding History

Mascoma Wealth Management’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
-19
Closed -$2.38K – 474
2023
Q3 		$2.38K Buy
+19
New +$2.34K ﹤0.01% 455
2022
Q4 		– Sell
-45
Closed -$4K – 630
2022
Q3 		$4K Sell
45
-35
-44% -$3.85K ﹤0.01% 497
2022
Q2 		$9K Sell
80
-115
-59% -$16.5K ﹤0.01% 427
2022
Q1 		$28K Buy
195
+39
+25% +$5.96K 0.01% 333
2021
Q4 		$26K Buy
+156
New +$25.4K 0.01% 289

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

Mascoma Wealth Management's CE Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Celanese (CE) in Q4 2023, closing a stake of 19 shares — an estimated $2.38K sold.

Mascoma Wealth Management first reported a position in CE in Q4 2021 and held it in 5 quarters. The position peaked at $28K in Q1 2022. 642 funds tracked by Wall St. Rank hold CE as of Q4 2023.

  • Mascoma Wealth Management reported no remaining Celanese position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 19 Celanese shares in Q4 2023, an estimated $2.38K.
  • Mascoma Wealth Management first reported a position in Celanese in Q4 2021 and held it in 5 quarters.
  • Mascoma Wealth Management's Celanese position peaked at $28K in Q1 2022.
  • 642 funds tracked by Wall St. Rank held Celanese as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.