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Beacon Investment Advisory Services’s LyondellBasell Industries LYB Stock Holding History

Beacon Investment Advisory Services’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
2021
Q2 		– Sell
-1,976
Closed -$206K – 306
2021
Q1 		$206K Sell
1,976
-300
-13% -$29.8K 0.01% 288
2020
Q4 		$209K Buy
+2,276
New +$185K 0.01% 269
2020
Q1 		– Sell
-6,953
Closed -$657K – 248
2019
Q4 		$657K Sell
6,953
-1,232
-15% -$113K 0.04% 160
2019
Q3 		$732K Sell
8,185
-10,978
-57% -$895K 0.07% 134
2019
Q2 		$1.65M Sell
19,163
-93,861
-83% -$8.01M 0.17% 94
2019
Q1 		$9.5M Sell
113,024
-14,710
-12% -$1.27M 1.01% 31
2018
Q4 		$10.6M Sell
127,734
-3,091
-2% -$283K 1.17% 24
2018
Q3 		$13.4M Sell
130,825
-1,344
-1% -$147K 1.3% 17
2018
Q2 		$14.5M Sell
132,169
-643
-0.5% -$70.6K 1.47% 12
2018
Q1 		$14M Buy
132,812
+2,437
+2% +$272K 1.45% 14
2017
Q4 		$14.4M Buy
130,375
+2,444
+2% +$254K 1.52% 12
2017
Q3 		$12.7M Buy
127,931
+123,142
+2,571% +$11.1M 1.09% 15
2017
Q2 		$404K Buy
4,789
+2,508
+110% +$208K 0.07% 60
2017
Q1 		$208K Buy
+2,281
New +$208K 0.04% 82

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Investment Advisory Services's LYB Position: Q2 2021 in Review

Beacon Investment Advisory Services sold out of LyondellBasell Industries (LYB) in Q2 2021, closing a stake of 1,976 shares — an estimated $206K sold.

Beacon Investment Advisory Services first reported a position in LYB in Q1 2017 and held it in 14 quarters. The position peaked at $14.5M in Q2 2018. 786 funds tracked by Wall St. Rank hold LYB as of Q2 2021.

  • Beacon Investment Advisory Services reported no remaining LyondellBasell Industries position as of Q2 2021 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,976 LyondellBasell Industries shares in Q2 2021, an estimated $206K.
  • Beacon Investment Advisory Services first reported a position in LyondellBasell Industries in Q1 2017 and held it in 14 quarters.
  • Beacon Investment Advisory Services's LyondellBasell Industries position peaked at $14.5M in Q2 2018.
  • 786 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2021, filed 2 Aug 2021.