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Baker Tilly Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-7,666
Closed -$784K – 357
2024
Q1 		$784K Buy
+7,666
New +$746K 0.14% 162

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Baker Tilly Wealth Management's LYB Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 7,666 shares — an estimated $784K sold.

Baker Tilly Wealth Management first reported a position in LYB in Q1 2024 and held it in 1 quarter. The position peaked at $784K in Q1 2024. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,666 LyondellBasell Industries shares in Q2 2024, an estimated $784K.
  • Baker Tilly Wealth Management first reported a position in LyondellBasell Industries in Q1 2024 and held it in 1 quarter.
  • Baker Tilly Wealth Management's LyondellBasell Industries position peaked at $784K in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.