Perigon Wealth Management’s Celanese CE Stock Holding History

Perigon 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
2022 Q1	–	Sell	-2,718	Closed	-$457K	–	615
2021 Q4	$457K	Buy	2,718 +27	+1%	+$4.4K	0.03%	363
2021 Q3	$405K	Buy	+2,691	New	+$414K	0.04%	349
2021 Q1	–	Sell	-316	Closed	-$41K	–	582
2020 Q4	$41K	Buy	+316	New	+$39.3K	﹤0.01%	802
2018 Q2	–	Sell	-200	Closed	-$20K	–	295
2018 Q1	$20K	Hold	200	–	–	0.01%	437
2017 Q4	$21K	Buy	+200	New	+$21.3K	0.01%	403
2017 Q1	–	Sell	-125	Closed	-$11K	–	629
2016 Q4	$11K	Hold	125	–	–	﹤0.01%	548
2016 Q3	$8K	Hold	125	–	–	﹤0.01%	502
2016 Q2	$8K	Buy	+125	New	+$8.69K	﹤0.01%	380

Other funds holding CE

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Perigon Wealth Management's CE Position: Q1 2022 in Review

Perigon Wealth Management sold out of Celanese (CE) in Q1 2022, closing a stake of 2,718 shares — an estimated $457K sold.

Perigon Wealth Management first reported a position in CE in Q2 2016 and held it in 8 quarters. The position peaked at $457K in Q4 2021. 683 funds tracked by Wall St. Rank hold CE as of Q1 2022.

Perigon Wealth Management reported no remaining Celanese position as of Q1 2022 after selling out during the quarter.
Perigon Wealth Management sold 2,718 Celanese shares in Q1 2022, an estimated $457K.
Perigon Wealth Management first reported a position in Celanese in Q2 2016 and held it in 8 quarters.
Perigon Wealth Management's Celanese position peaked at $457K in Q4 2021.
683 funds tracked by Wall St. Rank held Celanese as of Q1 2022.

Based on Perigon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.