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Baystate Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Baystate 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
2023
Q4 		$95 Buy
+1
New +$94 ﹤0.01% 1294
2017
Q3 		– Sell
-10
Closed -$1K – 678
2017
Q2 		$1K Hold
10
– – ﹤0.01% 594
2017
Q1 		$1K Buy
+10
New +$913 ﹤0.01% 560

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baystate Wealth Management's LYB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in LyondellBasell Industries (LYB) in Q4 2023: 1 share worth $95. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in LYB as recently as Q2 2017.

Baystate Wealth Management first reported a position in LYB in Q1 2017 and has held it in 3 quarters since. The position peaked at $1K in Q2 2017. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • Baystate Wealth Management held 1 share of LyondellBasell Industries worth $95 as of Q4 2023.
  • LyondellBasell Industries was a new Baystate Wealth Management position in Q4 2023.
  • LyondellBasell Industries made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1294 holding.
  • Baystate Wealth Management first reported a position in LyondellBasell Industries in Q1 2017 and has held it in 3 quarters since.
  • Baystate Wealth Management's LyondellBasell Industries position peaked at $1K in Q2 2017.
  • 1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.