Patriot Financial Group Insurance Agency’s Celanese CE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-45	Closed	-$5K	–	641
2022 Q2	$5K	Sell	45 -55	-55%	-$7.89K	﹤0.01%	1464
2022 Q1	$14K	Buy	100 +13	+15%	+$1.99K	﹤0.01%	1226
2021 Q4	$15K	Hold	87	–	–	﹤0.01%	1318
2021 Q3	$13K	Buy	87 +48	+123%	+$7.39K	﹤0.01%	1357
2021 Q2	$6K	Sell	39 -194	-83%	-$30.8K	﹤0.01%	1582
2021 Q1	$35K	Hold	233	–	–	0.01%	892
2020 Q4	$30K	Hold	233	–	–	0.01%	846
2020 Q3	$25K	Sell	233 -30	-11%	-$2.99K	0.01%	727
2020 Q2	$23K	Hold	263	–	–	0.01%	705
2020 Q1	$19K	Hold	263	–	–	0.01%	675
2019 Q4	$32K	Hold	263	–	–	0.01%	575
2019 Q3	$32K	Hold	263	–	–	0.01%	522
2019 Q2	$28K	Buy	+263	New	+$27.2K	0.01%	550
2018 Q2	–	Sell	-17	Closed	-$2K	–	631
2018 Q1	$2K	Hold	17	–	–	﹤0.01%	855
2017 Q4	$2K	Hold	17	–	–	﹤0.01%	853
2017 Q3	$2K	Hold	17	–	–	﹤0.01%	826
2017 Q2	$2K	Buy	+17	New	+$1.51K	﹤0.01%	819

Other funds holding CE

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Celanese (CE) in Q3 2022, closing a stake of 45 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in CE in Q2 2017 and held it in 17 quarters. The position peaked at $35K in Q1 2021. 634 funds tracked by Wall St. Rank hold CE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Celanese position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 45 Celanese shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Celanese in Q2 2017 and held it in 17 quarters.
Patriot Financial Group Insurance Agency's Celanese position peaked at $35K in Q1 2021.
634 funds tracked by Wall St. Rank held Celanese as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.