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Castle Wealth Management’s Eastman Chemical EMN Stock Holding History

Castle Wealth Management’s Portfolio EMN Stock Details EMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-334
Closed -$24K – 268
2022
Q3 		$24K Hold
334
– – 0.01% 305
2022
Q2 		$30K Buy
+334
New +$34.6K 0.02% 274

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Wealth Management's EMN Position: Q4 2022 in Review

Castle Wealth Management sold out of Eastman Chemical (EMN) in Q4 2022, closing a stake of 334 shares — an estimated $24K sold.

Castle Wealth Management first reported a position in EMN in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q2 2022. 706 funds tracked by Wall St. Rank hold EMN as of Q4 2022.

  • Castle Wealth Management reported no remaining Eastman Chemical position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 334 Eastman Chemical shares in Q4 2022, an estimated $24K.
  • Castle Wealth Management first reported a position in Eastman Chemical in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Eastman Chemical position peaked at $30K in Q2 2022.
  • 706 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.