NewEdge Wealth’s Celanese CE Stock Holding History

NewEdge Wealth’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	-1,939	Closed	-$264K	–	923
2024 Q3	$264K	Buy	1,939 +24	+1%	+$3.15K	﹤0.01%	758
2024 Q2	$258K	Buy	1,915 +19	+1%	+$2.9K	0.01%	670
2024 Q1	$296K	Buy	+1,896	New	+$289K	0.01%	667

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 $3.37T AUM 44.26% 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

NewEdge Wealth's CE Position: Q4 2024 in Review

NewEdge Wealth sold out of Celanese (CE) in Q4 2024, closing a stake of 1,939 shares — an estimated $264K sold.

NewEdge Wealth first reported a position in CE in Q1 2024 and held it in 3 quarters. The position peaked at $296K in Q1 2024. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

NewEdge Wealth reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
NewEdge Wealth sold 1,939 Celanese shares in Q4 2024, an estimated $264K.
NewEdge Wealth first reported a position in Celanese in Q1 2024 and held it in 3 quarters.
NewEdge Wealth's Celanese position peaked at $296K in Q1 2024.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on NewEdge Wealth's 13F filing for Q4 2024, filed 5 Feb 2025.