Modera Wealth Management’s Celanese CE Stock Holding History

Modera 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
2024 Q4	–	Sell	-2,680	Closed	-$364K	–	619
2024 Q3	$364K	Sell	2,680 -1	-0%	-$131	﹤0.01%	458
2024 Q2	$362K	Buy	2,681 +2	+0.1%	+$306	0.01%	447
2024 Q1	$460K	Buy	2,679 +134	+5%	+$20.4K	0.01%	399
2023 Q4	$395K	Hold	2,545	–	–	0.01%	414
2023 Q3	$319K	Sell	2,545 -408	-14%	-$50.2K	0.01%	442
2023 Q2	$342K	Buy	2,953 +603	+26%	+$65.3K	0.01%	447
2023 Q1	$256K	Hold	2,350	–	–	0.01%	304
2022 Q4	$240K	Hold	2,350	–	–	0.01%	311
2022 Q3	$212K	Hold	2,350	–	–	0.01%	294
2022 Q2	$276K	Sell	2,350 -7	-0.3%	-$1K	0.01%	267
2022 Q1	$337K	Sell	2,357 -2,396	-50%	-$366K	0.01%	262
2021 Q4	$799K	Buy	4,753 +1,938	+69%	+$316K	0.03%	199
2021 Q3	$424K	Buy	2,815 +465	+20%	+$71.6K	0.02%	165
2021 Q2	$356K	Hold	2,350	–	–	0.02%	172
2021 Q1	$352K	Sell	2,350 -711	-23%	-$97.7K	0.02%	167
2020 Q4	$397K	Buy	+3,061	New	+$381K	0.03%	152

Other funds holding CE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modera Wealth Management's CE Position: Q4 2024 in Review

Modera Wealth Management sold out of Celanese (CE) in Q4 2024, closing a stake of 2,680 shares — an estimated $364K sold.

Modera Wealth Management first reported a position in CE in Q4 2020 and held it in 16 quarters. The position peaked at $799K in Q4 2021. 570 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Modera Wealth Management reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Modera Wealth Management sold 2,680 Celanese shares in Q4 2024, an estimated $364K.
Modera Wealth Management first reported a position in Celanese in Q4 2020 and held it in 16 quarters.
Modera Wealth Management's Celanese position peaked at $799K in Q4 2021.
570 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.