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BDO Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

BDO 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
2023
Q2 		$568K Buy
6,189
+42
+0.7% +$3.84K 0.07% 166
2023
Q1 		$577K Sell
6,147
-4
-0.1% -$372 0.07% 159
2022
Q4 		$511K Buy
6,151
+588
+11% +$48.2K 0.06% 174
2022
Q3 		$419K Buy
5,563
+172
+3% +$14.5K 0.06% 185
2022
Q2 		$472K Buy
5,391
+180
+3% +$18.8K 0.06% 179
2022
Q1 		$536K Buy
5,211
+162
+3% +$16.1K 0.06% 177
2021
Q4 		$466K Buy
5,049
+21
+0.4% +$1.95K 0.05% 192
2021
Q3 		$472K Buy
5,028
+682
+16% +$66.9K 0.05% 188
2021
Q2 		$447K Buy
4,346
+149
+4% +$16.1K 0.05% 202
2021
Q1 		$437K Sell
4,197
-516
-11% -$51.2K 0.05% 196
2020
Q4 		$432K Sell
4,713
-47
-1% -$3.83K 0.06% 156
2020
Q3 		$336K Sell
4,760
-194
-4% -$13.4K 0.05% 166
2020
Q2 		$326K Buy
4,954
+607
+14% +$36.1K 0.06% 159
2020
Q1 		$216K Buy
4,347
+752
+21% +$55.3K 0.04% 197
2019
Q4 		$340K Buy
3,595
+73
+2% +$6.69K 0.09% 136
2019
Q3 		$315K Buy
3,522
+441
+14% +$36K 0.08% 149
2019
Q2 		$265K Buy
3,081
+171
+6% +$14.6K 0.07% 161
2019
Q1 		$245K Buy
2,910
+771
+36% +$66.6K 0.07% 156
2018
Q4 		$178K Buy
2,139
+147
+7% +$13.4K 0.06% 162
2018
Q3 		$204K Buy
1,992
+525
+36% +$57.4K 0.07% 155
2018
Q2 		$161K Buy
1,467
+279
+23% +$30.6K 0.05% 174
2018
Q1 		$126K Sell
1,188
-83
-7% -$9.28K 0.05% 161
2017
Q4 		$140K Sell
1,271
-514
-29% -$53.3K 0.06% 132
2017
Q3 		$177K Buy
1,785
+700
+65% +$63K 0.09% 110
2017
Q2 		$92K Buy
+1,085
New +$90.1K 0.04% 178

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's LYB Position: Q2 2023 in Review

BDO Wealth Advisors increased its LyondellBasell Industries (LYB) stake by 0.68% in Q2 2023, buying an estimated $3.84K and bringing the position to 6,189 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #166.

BDO Wealth Advisors first reported a position in LYB in Q2 2017 and has held it in 25 quarters since. The position peaked at $577K in Q1 2023. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

  • BDO Wealth Advisors held 6,189 shares of LyondellBasell Industries worth $568K as of Q2 2023.
  • BDO Wealth Advisors bought 42 LyondellBasell Industries shares in Q2 2023, an estimated $3.84K.
  • LyondellBasell Industries made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #166 holding.
  • BDO Wealth Advisors first reported a position in LyondellBasell Industries in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's LyondellBasell Industries position peaked at $577K in Q1 2023.
  • 927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.