Ropes Wealth Advisors’s Celanese CE Stock Holding History

Ropes Wealth Advisors’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 Q4	–	Sell	-3,455	Closed	-$520K	–	273
2021 Q3	$520K	Sell	3,455 -434	-11%	-$66.8K	0.08%	173
2021 Q2	$590K	Sell	3,889 -90	-2%	-$14.3K	0.09%	162
2021 Q1	$669K	Buy	3,979 +540	+16%	+$74.2K	0.12%	140
2020 Q4	$447K	Sell	3,439 -726	-17%	-$90.3K	0.07%	166
2020 Q3	$448K	Sell	4,165 -410	-9%	-$40.9K	0.09%	148
2020 Q2	$395K	Buy	4,575 +140	+3%	+$11.7K	0.08%	152
2020 Q1	$325K	Sell	4,435 -15	-0.3%	-$1.48K	0.08%	146
2019 Q4	$548K	Buy	+4,450	New	+$548K	0.12%	135
2017 Q4	–	Sell	-400	Closed	-$42K	–	784
2017 Q3	$42K	Hold	400	–	–	0.01%	346
2017 Q2	$38K	Hold	400	–	–	0.01%	354
2017 Q1	$36K	Hold	400	–	–	0.01%	361
2016 Q4	$31K	Buy	+400	New	+$30.1K	0.01%	362

Other funds holding CE

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ropes Wealth Advisors's CE Position: Q4 2021 in Review

Ropes Wealth Advisors sold out of Celanese (CE) in Q4 2021, closing a stake of 3,455 shares — an estimated $520K sold.

Ropes Wealth Advisors first reported a position in CE in Q4 2016 and held it in 12 quarters. The position peaked at $669K in Q1 2021. 712 funds tracked by Wall St. Rank hold CE as of Q4 2021.

Ropes Wealth Advisors reported no remaining Celanese position as of Q4 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 3,455 Celanese shares in Q4 2021, an estimated $520K.
Ropes Wealth Advisors first reported a position in Celanese in Q4 2016 and held it in 12 quarters.
Ropes Wealth Advisors's Celanese position peaked at $669K in Q1 2021.
712 funds tracked by Wall St. Rank held Celanese as of Q4 2021.

Based on Ropes Wealth Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.