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WR Wealth Planners’s Celanese CE Stock Holding History

WR Wealth Planners’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 		$4.22K Sell
61
-179
-75% -$17.2K ﹤0.01% 730
2024
Q3 		$32.6K Buy
240
+161
+204% +$21.2K 0.01% 404
2024
Q2 		$10.7K Buy
79
+53
+204% +$8.1K ﹤0.01% 577
2024
Q1 		$4.47K Buy
+26
New +$3.96K ﹤0.01% 740

Other funds holding CE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's CE Position: Q4 2024 in Review

WR Wealth Planners reduced its Celanese (CE) stake by 75% in Q4 2024, selling an estimated $17.2K and leaving 61 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

WR Wealth Planners first reported a position in CE in Q1 2024 and has held it in 4 quarters since. The position peaked at $32.6K in Q3 2024. 568 funds tracked by Wall St. Rank hold CE as of Q4 2024.

  • WR Wealth Planners held 61 shares of Celanese worth $4.22K as of Q4 2024.
  • WR Wealth Planners sold 179 Celanese shares in Q4 2024, an estimated $17.2K.
  • Celanese made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #730 holding.
  • WR Wealth Planners first reported a position in Celanese in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Celanese position peaked at $32.6K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held Celanese as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.