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BKM Wealth Management’s LyondellBasell Industries LYB Stock Holding History

BKM 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
2024
Q1 		– Sell
-148
Closed -$14.1K – 398
2023
Q4 		$14.1K Buy
+148
New +$13.8K 0.01% 427

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

BKM Wealth Management's LYB Position: Q1 2024 in Review

BKM Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 148 shares — an estimated $14.1K sold.

BKM Wealth Management first reported a position in LYB in Q4 2023 and held it in 1 quarter. The position peaked at $14.1K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • BKM Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 148 LyondellBasell Industries shares in Q1 2024, an estimated $14.1K.
  • BKM Wealth Management first reported a position in LyondellBasell Industries in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's LyondellBasell Industries position peaked at $14.1K in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.