Sequoia Financial Advisors’s Celanese CE Stock Holding History

Sequoia Financial 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
2025 Q3	–	Sell	-4,972	Closed	-$275K	–	1754
2025 Q2	$275K	Sell	4,972 -173	-3%	-$8.62K	﹤0.01%	1308
2025 Q1	$292K	Buy	+5,145	New	+$321K	﹤0.01%	1072
2024 Q4	–	Sell	-1,876	Closed	-$255K	–	1367
2024 Q3	$255K	Sell	1,876 -937	-33%	-$123K	﹤0.01%	1049
2024 Q2	$380K	Buy	2,813 +108	+4%	+$16.5K	﹤0.01%	800
2024 Q1	$465K	Sell	2,705 -1,735	-39%	-$264K	0.01%	712
2023 Q4	$690K	Buy	4,440 +1,374	+45%	+$179K	0.01%	642
2023 Q3	$385K	Sell	3,066 -14	-0.5%	-$1.72K	0.01%	597
2023 Q2	$357K	Buy	3,080 +810	+36%	+$87.8K	0.01%	634
2023 Q1	$247K	Buy	2,270 +171	+8%	+$19.7K	0.01%	694
2022 Q4	$215K	Buy	+2,099	New	+$208K	0.01%	710
2022 Q2	–	Sell	-1,625	Closed	-$232K	–	609
2022 Q1	$232K	Buy	1,625 +302	+23%	+$46.1K	0.01%	573
2021 Q4	$222K	Buy	+1,323	New	+$215K	0.01%	526

Other funds holding CE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return