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Rockbridge Investment Management’s Celanese CE Stock Holding History

Rockbridge Investment 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
2021
Q1 		– Sell
-28
Closed -$4K – 718
2020
Q4 		$4K Hold
28
– – ﹤0.01% 582
2020
Q3 		$3K Sell
28
-5
-15% -$499 ﹤0.01% 552
2020
Q2 		$3K Buy
+33
New +$2.75K ﹤0.01% 525

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Rockbridge Investment Management's CE Position: Q1 2021 in Review

Rockbridge Investment Management sold out of Celanese (CE) in Q1 2021, closing a stake of 28 shares — an estimated $4K sold.

Rockbridge Investment Management first reported a position in CE in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 605 funds tracked by Wall St. Rank hold CE as of Q1 2021.

  • Rockbridge Investment Management reported no remaining Celanese position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 28 Celanese shares in Q1 2021, an estimated $4K.
  • Rockbridge Investment Management first reported a position in Celanese in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's Celanese position peaked at $4K in Q4 2020.
  • 605 funds tracked by Wall St. Rank held Celanese as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.