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Drive Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Drive 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
2023
Q4 		– Sell
-3,434
Closed -$325K – 315
2023
Q3 		$325K Sell
3,434
-1,118
-25% -$107K 0.12% 160
2023
Q2 		$418K Sell
4,552
-586
-11% -$53.6K 0.16% 133
2023
Q1 		$482K Sell
5,138
-386
-7% -$35.9K 0.2% 125
2022
Q4 		$459K Buy
+5,524
New +$453K 0.23% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Drive Wealth Management's LYB Position: Q4 2023 in Review

Drive Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2023, closing a stake of 3,434 shares — an estimated $325K sold.

Drive Wealth Management first reported a position in LYB in Q4 2022 and held it in 4 quarters. The position peaked at $482K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold LYB as of Q4 2023.

  • Drive Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2023 after selling out during the quarter.
  • Drive Wealth Management sold 3,434 LyondellBasell Industries shares in Q4 2023, an estimated $325K.
  • Drive Wealth Management first reported a position in LyondellBasell Industries in Q4 2022 and held it in 4 quarters.
  • Drive Wealth Management's LyondellBasell Industries position peaked at $482K in Q1 2023.
  • 1,029 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2023.

Based on Drive Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.