Valeo Financial Advisors’s Celanese CE Stock Holding History

Valeo Financial 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
2024 Q4	–	Sell	-1,826	Closed	-$248K	–	752
2024 Q3	$248K	Sell	1,826 -11	-0.6%	-$1.45K	0.01%	588
2024 Q2	$248K	Buy	1,837 +9	+0.5%	+$1.38K	0.01%	550
2024 Q1	$284K	Sell	1,828 -13	-0.7%	-$1.98K	0.01%	520
2023 Q4	$286K	Buy	+1,841	New	+$240K	0.01%	505
2021 Q2	–	Sell	-4	Closed	-$1K	–	729
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	1875
2020 Q4	$1K	Sell	4 -233	-98%	-$29K	﹤0.01%	1568
2020 Q3	$25K	Sell	237 -7	-3%	-$699	﹤0.01%	863
2020 Q2	$21K	Buy	244 +7	+3%	+$583	﹤0.01%	1038
2020 Q1	$20K	Sell	237 -16	-6%	-$1.58K	﹤0.01%	894
2019 Q4	$31K	Hold	253	–	–	﹤0.01%	801
2019 Q3	$31K	Sell	253 -271	-52%	-$30.5K	﹤0.01%	728
2019 Q2	$56K	Buy	524 +125	+31%	+$12.9K	0.01%	563
2019 Q1	$39K	Hold	399	–	–	﹤0.01%	617
2018 Q4	$36K	Hold	399	–	–	0.01%	570
2018 Q3	$39K	Buy	399 +147	+58%	+$16.9K	0.01%	596
2018 Q2	$29K	Buy	+252	New	+$27.8K	﹤0.01%	660

Other funds holding CE

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

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

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

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

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

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

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's CE Position: Q4 2024 in Review

Valeo Financial Advisors sold out of Celanese (CE) in Q4 2024, closing a stake of 1,826 shares — an estimated $248K sold.

Valeo Financial Advisors first reported a position in CE in Q2 2018 and held it in 16 quarters. The position peaked at $286K in Q4 2023. 569 funds tracked by Wall St. Rank hold CE as of Q4 2024.

Valeo Financial Advisors reported no remaining Celanese position as of Q4 2024 after selling out during the quarter.
Valeo Financial Advisors sold 1,826 Celanese shares in Q4 2024, an estimated $248K.
Valeo Financial Advisors first reported a position in Celanese in Q2 2018 and held it in 16 quarters.
Valeo Financial Advisors's Celanese position peaked at $286K in Q4 2023.
569 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on Valeo Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.