Core Wealth Advisors (Florida)’s LyondellBasell Industries LYB Stock Holding History

Core Wealth Advisors (Florida)’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 Q2	–	Sell	-156	Closed	-$16K	–	158
2024 Q1	$16K	Hold	156	–	–	0.01%	158
2023 Q4	$14.8K	Buy	156 +74	+90%	+$6.92K	0.01%	161
2023 Q3	$7.77K	Hold	82	–	–	﹤0.01%	179
2023 Q2	$7.53K	Hold	82	–	–	﹤0.01%	176
2023 Q1	$7.7K	Sell	82 -98	-54%	-$9.12K	﹤0.01%	175
2022 Q4	$14.9K	Buy	180 +28	+18%	+$2.29K	0.01%	135
2022 Q3	$11K	Buy	+152	New	+$12.8K	0.01%	134
2022 Q1	–	Sell	-300	Closed	-$28K	–	213
2021 Q4	$28K	Buy	+300	New	+$27.8K	0.02%	116

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Core Wealth Advisors (Florida)'s LYB Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 156 shares — an estimated $16K sold.

Core Wealth Advisors (Florida) first reported a position in LYB in Q4 2021 and held it in 8 quarters. The position peaked at $28K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 156 LyondellBasell Industries shares in Q2 2024, an estimated $16K.
Core Wealth Advisors (Florida) first reported a position in LyondellBasell Industries in Q4 2021 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s LyondellBasell Industries position peaked at $28K in Q4 2021.
1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.