Wealthcare Advisory Partners’s Celanese CE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,278	Closed	-$220K	–	828
2024 Q1	$220K	Buy	+1,278	New	+$195K	0.01%	749
2021 Q2	–	Sell	-290	Closed	-$43K	–	757
2021 Q1	$43K	Buy	+290	New	+$39.8K	﹤0.01%	921
2020 Q2	–	Sell	-85	Closed	-$6K	–	469
2020 Q1	$6K	Hold	85	–	–	﹤0.01%	1040
2019 Q4	$10K	Hold	85	–	–	﹤0.01%	932
2019 Q3	$10K	Hold	85	–	–	﹤0.01%	916
2019 Q2	$9K	Hold	85	–	–	﹤0.01%	927
2019 Q1	$8K	Hold	85	–	–	﹤0.01%	858
2018 Q4	$8K	Hold	85	–	–	﹤0.01%	830
2018 Q3	$10K	Hold	85	–	–	﹤0.01%	836
2018 Q2	$9K	Hold	85	–	–	﹤0.01%	855
2018 Q1	$9K	Hold	85	–	–	﹤0.01%	743
2017 Q4	$9K	Hold	85	–	–	﹤0.01%	690
2017 Q3	$9K	Buy	+85	New	+$8.35K	﹤0.01%	559

Other funds holding CE

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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