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Capital Performance Advisors’s LyondellBasell Industries LYB Stock Holding History

Capital Performance 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
Q4 		– Sell
-246
Closed -$23.6K – 1597
2024
Q3 		$23.6K Buy
+246
New +$23.6K 0.01% 557

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Capital Performance Advisors's LYB Position: Q4 2024 in Review

Capital Performance Advisors sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 246 shares — an estimated $23.6K sold.

Capital Performance Advisors first reported a position in LYB in Q3 2024 and held it in 1 quarter. The position peaked at $23.6K in Q3 2024. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Capital Performance Advisors reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 246 LyondellBasell Industries shares in Q4 2024, an estimated $23.6K.
  • Capital Performance Advisors first reported a position in LyondellBasell Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's LyondellBasell Industries position peaked at $23.6K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.