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WESPAC Advisors SoCal’s Celanese CE Stock Holding History

WESPAC Advisors SoCal’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
-4,033
Closed -$467K – 88
2023
Q2 		$467K Hold
4,033
– – 0.16% 66
2023
Q1 		$439K Sell
4,033
-609
-13% -$70.3K 0.15% 73
2022
Q4 		$475K Buy
+4,642
New +$460K 0.18% 66

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors SoCal's CE Position: Q3 2023 in Review

WESPAC Advisors SoCal sold out of Celanese (CE) in Q3 2023, closing a stake of 4,033 shares — an estimated $467K sold.

WESPAC Advisors SoCal first reported a position in CE in Q4 2022 and held it in 3 quarters. The position peaked at $475K in Q4 2022. 604 funds tracked by Wall St. Rank hold CE as of Q3 2023.

  • WESPAC Advisors SoCal reported no remaining Celanese position as of Q3 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 4,033 Celanese shares in Q3 2023, an estimated $467K.
  • WESPAC Advisors SoCal first reported a position in Celanese in Q4 2022 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Celanese position peaked at $475K in Q4 2022.
  • 604 funds tracked by Wall St. Rank held Celanese as of Q3 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2023, filed 9 Nov 2023.