AWM
LYB icon

Aevitas Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Aevitas 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
2018
Q4 		– Sell
-100
Closed -$10K – 434
2018
Q3 		$10K Buy
+100
New +$10.9K 0.01% 342

Other funds holding LYB

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's LYB Position: Q4 2018 in Review

Aevitas Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2018, closing a stake of 100 shares — an estimated $10K sold.

Aevitas Wealth Management first reported a position in LYB in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 837 funds tracked by Wall St. Rank hold LYB as of Q4 2018.

  • Aevitas Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 100 LyondellBasell Industries shares in Q4 2018, an estimated $10K.
  • Aevitas Wealth Management first reported a position in LyondellBasell Industries in Q3 2018 and held it in 1 quarter.
  • Aevitas Wealth Management's LyondellBasell Industries position peaked at $10K in Q3 2018.
  • 837 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.