BWA
LYB icon

Beam Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Beam 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
2024
Q2 		– Sell
-3,684
Closed -$377K – 129
2024
Q1 		$377K Buy
3,684
+45
+1% +$4.38K 0.23% 72
2023
Q4 		$346K Sell
3,639
-8
-0.2% -$748 0.22% 73
2023
Q3 		$345K Buy
3,647
+23
+0.6% +$2.21K 0.25% 68
2023
Q2 		$333K Buy
3,624
+49
+1% +$4.48K 0.23% 73
2023
Q1 		$336K Buy
3,575
+47
+1% +$4.37K 0.34% 64
2022
Q4 		$293K Sell
3,528
-56
-2% -$4.59K 0.31% 71
2022
Q3 		$270K Buy
3,584
+52
+1% +$4.39K 0.3% 82
2022
Q2 		$309K Buy
3,532
+43
+1% +$4.48K 0.34% 72
2022
Q1 		$359K Sell
3,489
-373
-10% -$37.2K 0.41% 56
2021
Q4 		$356K Buy
3,862
+97
+3% +$9K 0.41% 61
2021
Q3 		$353K Buy
3,765
+546
+17% +$53.6K 0.3% 95
2021
Q2 		$331K Buy
3,219
+776
+32% +$84K 0.29% 95
2021
Q1 		$254K Buy
+2,443
New +$242K 0.23% 109

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

Beam Wealth Advisors's LYB Position: Q2 2024 in Review

Beam Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 3,684 shares — an estimated $377K sold.

Beam Wealth Advisors first reported a position in LYB in Q1 2021 and held it in 13 quarters. The position peaked at $377K in Q1 2024. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

  • Beam Wealth Advisors reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 3,684 LyondellBasell Industries shares in Q2 2024, an estimated $377K.
  • Beam Wealth Advisors first reported a position in LyondellBasell Industries in Q1 2021 and held it in 13 quarters.
  • Beam Wealth Advisors's LyondellBasell Industries position peaked at $377K in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.