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Sterling Financial Planning’s Celanese CE Stock Holding History

Sterling Financial Planning’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
-36
Closed -$5K – 152
2021
Q3 		$5K Hold
36
– – ﹤0.01% 358
2021
Q2 		$5K Hold
36
– – ﹤0.01% 340
2021
Q1 		$5K Hold
36
– – ﹤0.01% 312
2020
Q4 		$5K Buy
+36
New +$4.48K ﹤0.01% 295

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sterling Financial Planning's CE Position: Q4 2021 in Review

Sterling Financial Planning sold out of Celanese (CE) in Q4 2021, closing a stake of 36 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in CE in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 712 funds tracked by Wall St. Rank hold CE as of Q4 2021.

  • Sterling Financial Planning reported no remaining Celanese position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 36 Celanese shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Celanese in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Celanese position peaked at $5K in Q3 2021.
  • 712 funds tracked by Wall St. Rank held Celanese as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.