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UBP Investment Advisors’s Celanese CE Stock Holding History

UBP Investment 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
2022
Q2 		– Sell
-21,698
Closed -$70K – 108
2022
Q1 		$70K Buy
21,698
+17,480
+414% +$2.67M 0.03% 100
2021
Q4 		$710K Buy
4,218
+39
+0.9% +$6.35K 0.26% 61
2021
Q3 		$630K Buy
4,179
+6
+0.1% +$924 0.24% 62
2021
Q2 		$630K Buy
+4,173
New +$663K 0.23% 71

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBP Investment Advisors's CE Position: Q2 2022 in Review

UBP Investment Advisors sold out of Celanese (CE) in Q2 2022, closing a stake of 21,698 shares — an estimated $70K sold.

UBP Investment Advisors first reported a position in CE in Q2 2021 and held it in 4 quarters. The position peaked at $710K in Q4 2021. 669 funds tracked by Wall St. Rank hold CE as of Q2 2022.

  • UBP Investment Advisors reported no remaining Celanese position as of Q2 2022 after selling out during the quarter.
  • UBP Investment Advisors sold 21,698 Celanese shares in Q2 2022, an estimated $70K.
  • UBP Investment Advisors first reported a position in Celanese in Q2 2021 and held it in 4 quarters.
  • UBP Investment Advisors's Celanese position peaked at $710K in Q4 2021.
  • 669 funds tracked by Wall St. Rank held Celanese as of Q2 2022.

Based on UBP Investment Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.