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Carolina Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Carolina 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
2020
Q1 		– Sell
-25,207
Closed -$2.38M – 191
2019
Q4 		$2.38M Buy
+25,207
New +$2.31M 2.26% 22

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolina Wealth Advisors's LYB Position: Q1 2020 in Review

Carolina Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 25,207 shares — an estimated $2.38M sold.

Carolina Wealth Advisors first reported a position in LYB in Q4 2019 and held it in 1 quarter. The position peaked at $2.38M in Q4 2019. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • Carolina Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 25,207 LyondellBasell Industries shares in Q1 2020, an estimated $2.38M.
  • Carolina Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2019 and held it in 1 quarter.
  • Carolina Wealth Advisors's LyondellBasell Industries position peaked at $2.38M in Q4 2019.
  • 670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Carolina Wealth Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.