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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return