Summit Wealth Group’s Celanese CE Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-16,334	Closed	–	–	105
2023 Q1	$0	Buy	+16,334	New	+$1.89M	﹤0.01%	170

Other funds holding CE

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth Group's CE Position: Q2 2023 in Review

Summit Wealth Group sold out of Celanese (CE) in Q2 2023, closing a stake of 16,334 shares.

Summit Wealth Group first reported a position in CE in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 635 funds tracked by Wall St. Rank hold CE as of Q2 2023.

Summit Wealth Group reported no remaining Celanese position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 16,334 Celanese shares in Q2 2023.
Summit Wealth Group first reported a position in Celanese in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Celanese position peaked at $0 in Q1 2023.
635 funds tracked by Wall St. Rank held Celanese as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.