Peterson Wealth Services’s Celanese CE Stock Holding History

Peterson Wealth Services’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 Q1	–	Sell	-14,983	Closed	-$2.33M	–	113
2023 Q4	$2.33M	Sell	14,983 -3,799	-20%	-$496K	1%	33
2023 Q3	$2.36M	Buy	18,782 +605	+3%	+$74.4K	1.76%	25
2023 Q2	$2.1M	Buy	18,177 +908	+5%	+$98.4K	1.01%	35
2023 Q1	$1.88M	Buy	17,269 +2,415	+16%	+$279K	0.97%	38
2022 Q4	$1.52M	Sell	14,854 -504	-3%	-$50K	0.87%	39
2022 Q3	$1.39M	Buy	15,358 +5,134	+50%	+$564K	0.98%	37
2022 Q2	$1.2M	Buy	10,224 +416	+4%	+$59.7K	0.87%	39
2022 Q1	$1.4M	Buy	9,808 +1,495	+18%	+$228K	0.86%	39
2021 Q4	$1.4M	Buy	+8,313	New	+$1.35M	0.93%	41

Other funds holding CE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Peterson Wealth Services's CE Position: Q1 2024 in Review

Peterson Wealth Services sold out of Celanese (CE) in Q1 2024, closing a stake of 14,983 shares — an estimated $2.33M sold.

Peterson Wealth Services first reported a position in CE in Q4 2021 and held it in 9 quarters. The position peaked at $2.36M in Q3 2023. 671 funds tracked by Wall St. Rank hold CE as of Q1 2024.

Peterson Wealth Services reported no remaining Celanese position as of Q1 2024 after selling out during the quarter.
Peterson Wealth Services sold 14,983 Celanese shares in Q1 2024, an estimated $2.33M.
Peterson Wealth Services first reported a position in Celanese in Q4 2021 and held it in 9 quarters.
Peterson Wealth Services's Celanese position peaked at $2.36M in Q3 2023.
671 funds tracked by Wall St. Rank held Celanese as of Q1 2024.

Based on Peterson Wealth Services's 13F filing for Q1 2024, filed 1 May 2024.