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Baldwin Wealth Partners’s LyondellBasell Industries LYB Stock Holding History

Baldwin Wealth Partners’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
2023
Q3 		– Sell
-200
Closed -$18.4K – 768
2023
Q2 		$18.4K Buy
+200
New +$18.3K ﹤0.01% 544
2018
Q3 		– Sell
-100
Closed -$11K – 531
2018
Q2 		$11K Sell
100
-1,610
-94% -$177K ﹤0.01% 450
2018
Q1 		$181K Sell
1,710
-51,691
-97% -$5.78M 0.03% 200
2017
Q4 		$5.89M Sell
53,401
-6,290
-11% -$652K 0.92% 36
2017
Q3 		$5.91M Sell
59,691
-720
-1% -$64.8K 0.95% 36
2017
Q2 		$5.1M Sell
60,411
-5,546
-8% -$461K 0.82% 41
2017
Q1 		$6.01M Buy
65,957
+2,444
+4% +$223K 0.99% 35
2016
Q4 		$5.45M Sell
63,513
-6,427
-9% -$539K 0.98% 34
2016
Q3 		$5.64M Buy
69,940
+29,520
+73% +$2.28M 1.02% 35
2016
Q2 		$3.01M Buy
40,420
+38,920
+2,595% +$3.21M 0.62% 36
2016
Q1 		$128K Buy
+1,500
New +$120K 0.02% 215

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baldwin Wealth Partners's LYB Position: Q3 2023 in Review

Baldwin Wealth Partners sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 200 shares — an estimated $18.4K sold.

Baldwin Wealth Partners first reported a position in LYB in Q1 2016 and held it in 11 quarters. The position peaked at $6.01M in Q1 2017. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • Baldwin Wealth Partners reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 200 LyondellBasell Industries shares in Q3 2023, an estimated $18.4K.
  • Baldwin Wealth Partners first reported a position in LyondellBasell Industries in Q1 2016 and held it in 11 quarters.
  • Baldwin Wealth Partners's LyondellBasell Industries position peaked at $6.01M in Q1 2017.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Baldwin Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.