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Axim Planning & Wealth’s LyondellBasell Industries LYB Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-200
Closed -$15K – 116
2022
Q3 		$15K Hold
200
– – 0.01% 94
2022
Q2 		$17K Buy
+200
New +$20.8K 0.01% 74

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Axim Planning & Wealth's LYB Position: Q4 2022 in Review

Axim Planning & Wealth sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 200 shares — an estimated $15K sold.

Axim Planning & Wealth first reported a position in LYB in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q2 2022. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Axim Planning & Wealth reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 200 LyondellBasell Industries shares in Q4 2022, an estimated $15K.
  • Axim Planning & Wealth first reported a position in LyondellBasell Industries in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's LyondellBasell Industries position peaked at $17K in Q2 2022.
  • 897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.