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IBEX Wealth Advisors’s Eastman Chemical EMN Stock Holding History

IBEX 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
2021
Q4 		– Sell
-65
Closed -$7K – 254
2021
Q3 		$7K Buy
+65
New +$7.17K ﹤0.01% 374
2017
Q1 		– Sell
-95
Closed -$7K – 161
2016
Q4 		$7K Buy
+95
New +$6.86K ﹤0.01% 332

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IBEX Wealth Advisors's EMN Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Eastman Chemical (EMN) in Q4 2021, closing a stake of 65 shares — an estimated $7K sold.

IBEX Wealth Advisors first reported a position in EMN in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 752 funds tracked by Wall St. Rank hold EMN as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Eastman Chemical position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 65 Eastman Chemical shares in Q4 2021, an estimated $7K.
  • IBEX Wealth Advisors first reported a position in Eastman Chemical in Q4 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's Eastman Chemical position peaked at $7K in Q3 2021.
  • 752 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.