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Brass Tax Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Brass Tax 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
Q3 		– Sell
-4,965
Closed -$475K – 226
2024
Q2 		$475K Buy
+4,965
New +$493K 0.09% 98

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brass Tax Wealth Management's LYB Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 4,965 shares — an estimated $475K sold.

Brass Tax Wealth Management first reported a position in LYB in Q2 2024 and held it in 1 quarter. The position peaked at $475K in Q2 2024. 1,032 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 4,965 LyondellBasell Industries shares in Q3 2024, an estimated $475K.
  • Brass Tax Wealth Management first reported a position in LyondellBasell Industries in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's LyondellBasell Industries position peaked at $475K in Q2 2024.
  • 1,032 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.