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WealthPLAN Partners’s Eastman Chemical EMN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-446
Closed -$37.3K – 537
2023
Q2 		$37.3K Sell
446
-13
-3% -$1.06K 0.01% 567
2023
Q1 		$38.7K Buy
+459
New +$39.4K ﹤0.01% 605
2017
Q2 		– Sell
-175
Closed -$14K – 247
2017
Q1 		$14K Buy
+175
New +$13.8K 0.05% 224
2016
Q3 		$33.9K Sell
510
-510
-50% -$34.2K 0.01% 394
2016
Q2 		$34.7K Buy
+1,020
New +$75K ﹤0.01% 1100
2015
Q4 		$18.6K Buy
+275
New +$19.2K ﹤0.01% 952
2015
Q2 		$1K Buy
+17
New +$1.31K ﹤0.01% 402

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's EMN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Eastman Chemical (EMN) in Q3 2023, closing a stake of 446 shares — an estimated $37.3K sold.

WealthPLAN Partners first reported a position in EMN in Q2 2015 and held it in 7 quarters. The position peaked at $38.7K in Q1 2023. 676 funds tracked by Wall St. Rank hold EMN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Eastman Chemical position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 446 Eastman Chemical shares in Q3 2023, an estimated $37.3K.
  • WealthPLAN Partners first reported a position in Eastman Chemical in Q2 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Eastman Chemical position peaked at $38.7K in Q1 2023.
  • 676 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.