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SOA Wealth Advisors’s Celanese CE Stock Holding History

SOA 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
2025
Q3 		– Sell
-900
Closed -$49.8K – 898
2025
Q2 		$49.8K Buy
+900
New +$44.9K 0.01% 371
2021
Q2 		– Sell
-1
Closed – – 869
2021
Q1 		$0 Hold
1
– – ﹤0.01% 816
2020
Q4 		$0 Buy
+1
New +$124 ﹤0.01% 799

Other funds holding CE

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's CE Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Celanese (CE) in Q3 2025, closing a stake of 900 shares — an estimated $49.8K sold.

SOA Wealth Advisors first reported a position in CE in Q4 2020 and held it in 3 quarters. The position peaked at $49.8K in Q2 2025. 418 funds tracked by Wall St. Rank hold CE as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Celanese position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 900 Celanese shares in Q3 2025, an estimated $49.8K.
  • SOA Wealth Advisors first reported a position in Celanese in Q4 2020 and held it in 3 quarters.
  • SOA Wealth Advisors's Celanese position peaked at $49.8K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Celanese as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.