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Kingswood Wealth Advisors’s Eastman Chemical EMN Stock Holding History

Kingswood 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
Q4 		– Sell
-4,048
Closed -$453K – 827
2024
Q3 		$453K Buy
4,048
+22
+0.5% +$2.2K 0.03% 478
2024
Q2 		$394K Buy
4,026
+111
+3% +$11K 0.04% 446
2024
Q1 		$392K Buy
3,915
+626
+19% +$55.1K 0.05% 410
2023
Q4 		$295K Buy
+3,289
New +$262K 0.03% 479

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kingswood Wealth Advisors's EMN Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Eastman Chemical (EMN) in Q4 2024, closing a stake of 4,048 shares — an estimated $453K sold.

Kingswood Wealth Advisors first reported a position in EMN in Q4 2023 and held it in 4 quarters. The position peaked at $453K in Q3 2024. 785 funds tracked by Wall St. Rank hold EMN as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Eastman Chemical position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 4,048 Eastman Chemical shares in Q4 2024, an estimated $453K.
  • Kingswood Wealth Advisors first reported a position in Eastman Chemical in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Eastman Chemical position peaked at $453K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.