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9258 Wealth Management’s LyondellBasell Industries LYB Stock Holding History

9258 Wealth Management’s Portfolio LYB Stock Details LYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,100
Closed -$219K – 356
2021
Q1 		$219K Buy
+2,100
New +$208K 0.07% 295
2020
Q1 		– Sell
-2,405
Closed -$227K – 296
2019
Q4 		$227K Buy
+2,405
New +$220K 0.08% 259

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

9258 Wealth Management's LYB Position: Q2 2021 in Review

9258 Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2021, closing a stake of 2,100 shares — an estimated $219K sold.

9258 Wealth Management first reported a position in LYB in Q4 2019 and held it in 2 quarters. The position peaked at $227K in Q4 2019. 786 funds tracked by Wall St. Rank hold LYB as of Q2 2021.

  • 9258 Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 2,100 LyondellBasell Industries shares in Q2 2021, an estimated $219K.
  • 9258 Wealth Management first reported a position in LyondellBasell Industries in Q4 2019 and held it in 2 quarters.
  • 9258 Wealth Management's LyondellBasell Industries position peaked at $227K in Q4 2019.
  • 786 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2021.

Based on 9258 Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.