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Robertson Stephens Wealth Management’s Celanese CE Stock Holding History

Robertson Stephens 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
2025
Q1 		– Sell
-4,349
Closed -$301K – 556
2024
Q4 		$301K Buy
4,349
+447
+11% +$43K 0.01% 467
2024
Q3 		$530K Buy
3,902
+57
+1% +$7.49K 0.02% 401
2024
Q2 		$519K Buy
3,845
+81
+2% +$12.4K 0.03% 329
2024
Q1 		$647K Buy
3,764
+773
+26% +$118K 0.04% 297
2023
Q4 		$465K Buy
+2,991
New +$390K 0.03% 321
2022
Q2 		– Sell
-2,377
Closed -$339K – 382
2022
Q1 		$339K Sell
2,377
-1,315
-36% -$201K 0.03% 292
2021
Q4 		$620K Buy
+3,692
New +$601K 0.05% 238

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return