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	–	731
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 $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