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Financial Synergies Wealth Advisors’s Eastman Chemical EMN Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-188
Closed -$18.8K – 180
2024
Q1 		$18.8K Buy
+188
New +$16.5K ﹤0.01% 203
2023
Q4 		– Sell
-185
Closed -$14.2K – 488
2023
Q3 		$14.2K Buy
185
+1
+0.5% +$83 ﹤0.01% 208
2023
Q2 		$15.4K Buy
184
+1
+0.5% +$81 ﹤0.01% 195
2023
Q1 		$15.5K Buy
+183
New +$15.7K ﹤0.01% 199

Other funds holding EMN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's EMN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Eastman Chemical (EMN) in Q2 2024, closing a stake of 188 shares — an estimated $18.8K sold.

Financial Synergies Wealth Advisors first reported a position in EMN in Q1 2023 and held it in 4 quarters. The position peaked at $18.8K in Q1 2024. 751 funds tracked by Wall St. Rank hold EMN as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Eastman Chemical position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 188 Eastman Chemical shares in Q2 2024, an estimated $18.8K.
  • Financial Synergies Wealth Advisors first reported a position in Eastman Chemical in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Eastman Chemical position peaked at $18.8K in Q1 2024.
  • 751 funds tracked by Wall St. Rank held Eastman Chemical as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.