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Bell & Brown Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Bell & Brown 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
Q1 		– Sell
-11,208
Closed -$1.07M – 72
2023
Q4 		$1.07M Buy
+11,208
New +$1.05M 0.49% 52
2023
Q2 		$1.02M Buy
11,133
+115
+1% +$10.5K 0.51% 52
2023
Q1 		$1.03M Buy
11,018
+85
+0.8% +$7.91K 0.55% 51
2022
Q4 		$908K Buy
10,933
+150
+1% +$12.3K 0.5% 53
2022
Q3 		$812K Sell
10,783
-360
-3% -$30.4K 0.5% 52
2022
Q2 		$975K Sell
11,143
-603
-5% -$62.8K 0.52% 54
2022
Q1 		$1.21M Sell
11,746
-745
-6% -$74.3K 0.55% 54
2021
Q4 		$1.28M Buy
12,491
+565
+5% +$52.4K 0.62% 53
2021
Q3 		$1.12M Buy
+11,926
New +$1.17M 0.6% 52
2020
Q3 		$879K Buy
11,450
+50
+0.4% +$3.46K 0.64% 49
2020
Q2 		$762K Sell
11,400
-100
-0.9% -$5.95K 0.6% 51
2020
Q1 		$629K Sell
11,500
-475
-4% -$34.9K 0.58% 51
2019
Q4 		$1.1M Buy
11,975
+4,300
+56% +$394K 0.82% 49
2019
Q3 		$666K Buy
7,675
+300
+4% +$24.5K 0.55% 57
2019
Q2 		$635K Buy
7,375
+700
+10% +$59.7K 0.56% 56
2019
Q1 		$561K Buy
6,675
+1,425
+27% +$123K 0.51% 60
2018
Q4 		$437K Buy
5,250
+125
+2% +$11.4K 0.47% 61
2018
Q3 		$458K Buy
+5,125
New +$560K 0.43% 68
2018
Q2 		– Sell
-4,860
Closed -$511K – 86
2018
Q1 		$511K Buy
+4,860
New +$543K 0.54% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bell & Brown Wealth Advisors's LYB Position: Q1 2024 in Review

Bell & Brown Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 11,208 shares — an estimated $1.07M sold.

Bell & Brown Wealth Advisors first reported a position in LYB in Q1 2018 and held it in 19 quarters. The position peaked at $1.28M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Bell & Brown Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 11,208 LyondellBasell Industries shares in Q1 2024, an estimated $1.07M.
  • Bell & Brown Wealth Advisors first reported a position in LyondellBasell Industries in Q1 2018 and held it in 19 quarters.
  • Bell & Brown Wealth Advisors's LyondellBasell Industries position peaked at $1.28M in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.