Toth Financial Advisory’s Celanese CE Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-4	Closed	-$544	–	708
2024 Q3	$544	Hold	4	–	–	﹤0.01%	688
2024 Q2	$540	Hold	4	–	–	﹤0.01%	721
2024 Q1	$688	Hold	4	–	–	﹤0.01%	698
2023 Q4	$622	Hold	4	–	–	﹤0.01%	702
2023 Q3	$503	Hold	4	–	–	﹤0.01%	727
2023 Q2	$464	Hold	4	–	–	﹤0.01%	745
2023 Q1	$436	Hold	4	–	–	﹤0.01%	780
2022 Q4	$409	Hold	4	–	–	﹤0.01%	686
2022 Q3	$0	Hold	4	–	–	﹤0.01%	747
2022 Q2	$0	Hold	4	–	–	﹤0.01%	704
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	664
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	686
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	699
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	641
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	634
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	568
2020 Q3	$0	Hold	4	–	–	﹤0.01%	551
2020 Q2	$0	Buy	+4	New	+$333	﹤0.01%	554
2020 Q1	–	Sell	-4,500	Closed	-$554K	–	465
2019 Q4	$554K	Hold	4,500	–	–	0.11%	122
2019 Q3	$550K	Buy	+4,500	New	+$507K	0.12%	102

Other funds holding CE

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

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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return