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Curi Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Curi 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
2022
Q3 		– Sell
-40
Closed -$3K – 485
2022
Q2 		$3K Hold
40
– – ﹤0.01% 495
2022
Q1 		$4K Sell
40
-18
-31% -$1.79K ﹤0.01% 426
2021
Q4 		$5K Buy
+58
New +$5.38K ﹤0.01% 375

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's LYB Position: Q3 2022 in Review

Curi Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2022, closing a stake of 40 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in LYB in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 841 funds tracked by Wall St. Rank hold LYB as of Q3 2022.

  • Curi Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 40 LyondellBasell Industries shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in LyondellBasell Industries in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's LyondellBasell Industries position peaked at $5K in Q4 2021.
  • 841 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.