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WealthSource Partners’s Celanese CE Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-1,208
Closed -$203K – 578
2021
Q4 		$203K Buy
+1,208
New +$197K 0.02% 525
2021
Q2 		– Sell
-1,412
Closed -$212K – 471
2021
Q1 		$212K Buy
+1,412
New +$194K 0.02% 401
2020
Q2 		– Sell
-2,796
Closed -$205K – 352
2020
Q1 		$205K Sell
2,796
-1,181
-30% -$117K 0.03% 305
2019
Q4 		$490K Sell
3,977
-714
-15% -$87.9K 0.06% 233
2019
Q3 		$574K Buy
4,691
+1,087
+30% +$122K 0.09% 212
2019
Q2 		$389K Buy
3,604
+1,474
+69% +$153K 0.06% 284
2019
Q1 		$210K Buy
+2,130
New +$210K 0.05% 322

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 $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return