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 $182B AUM 14.68% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return