WealthPLAN Partners’s Celanese CE Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-233	Closed	-$27K	–	435
2023 Q2	$27K	Buy	233 +2	+0.9%	+$217	﹤0.01%	624
2023 Q1	$25.2K	Buy	+231	New	+$26.7K	﹤0.01%	680

Other funds holding CE

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

WealthPLAN Partners's CE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Celanese (CE) in Q3 2023, closing a stake of 233 shares — an estimated $27K sold.

WealthPLAN Partners first reported a position in CE in Q1 2023 and held it in 2 quarters. The position peaked at $27K in Q2 2023. 605 funds tracked by Wall St. Rank hold CE as of Q3 2023.

WealthPLAN Partners reported no remaining Celanese position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 233 Celanese shares in Q3 2023, an estimated $27K.
WealthPLAN Partners first reported a position in Celanese in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Celanese position peaked at $27K in Q2 2023.
605 funds tracked by Wall St. Rank held Celanese as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.