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Arete Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Arete Wealth Advisors’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
2022
Q3 		– Sell
-2,981
Closed -$261K – 608
2022
Q2 		$261K Buy
+2,981
New +$311K 0.03% 366

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arete Wealth Advisors's LYB Position: Q3 2022 in Review

Arete Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q3 2022, closing a stake of 2,981 shares — an estimated $261K sold.

Arete Wealth Advisors first reported a position in LYB in Q2 2022 and held it in 1 quarter. The position peaked at $261K in Q2 2022. 841 funds tracked by Wall St. Rank hold LYB as of Q3 2022.

  • Arete Wealth Advisors reported no remaining LyondellBasell Industries position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,981 LyondellBasell Industries shares in Q3 2022, an estimated $261K.
  • Arete Wealth Advisors first reported a position in LyondellBasell Industries in Q2 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's LyondellBasell Industries position peaked at $261K in Q2 2022.
  • 841 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.