Symphony Financial’s Celanese CE Stock Holding History

Symphony Financial’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
2024 Q1	–	Sell	-3,803	Closed	-$550K	–	197
2023 Q4	$550K	Sell	3,803 -747	-16%	-$97.4K	0.12%	130
2023 Q3	$552K	Buy	+4,550	New	+$559K	0.14%	104

Other funds holding CE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Symphony Financial's CE Position: Q1 2024 in Review

Symphony Financial sold out of Celanese (CE) in Q1 2024, closing a stake of 3,803 shares — an estimated $550K sold.

Symphony Financial first reported a position in CE in Q3 2023 and held it in 2 quarters. The position peaked at $552K in Q3 2023. 671 funds tracked by Wall St. Rank hold CE as of Q1 2024.

Symphony Financial reported no remaining Celanese position as of Q1 2024 after selling out during the quarter.
Symphony Financial sold 3,803 Celanese shares in Q1 2024, an estimated $550K.
Symphony Financial first reported a position in Celanese in Q3 2023 and held it in 2 quarters.
Symphony Financial's Celanese position peaked at $552K in Q3 2023.
671 funds tracked by Wall St. Rank held Celanese as of Q1 2024.

Based on Symphony Financial's 13F filing for Q1 2024, filed 17 Apr 2024.