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Edge Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Edge 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
2021
Q4 		– Sell
-867
Closed -$81K – 536
2021
Q3 		$81K Buy
+867
New +$85.1K 0.02% 146
2016
Q4 		– Sell
-1,600
Closed -$129K – 510
2016
Q3 		$129K Buy
+1,600
New +$124K 0.05% 122

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's LYB Position: Q4 2021 in Review

Edge Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2021, closing a stake of 867 shares — an estimated $81K sold.

Edge Wealth Management first reported a position in LYB in Q3 2016 and held it in 2 quarters. The position peaked at $129K in Q3 2016. 835 funds tracked by Wall St. Rank hold LYB as of Q4 2021.

  • Edge Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 867 LyondellBasell Industries shares in Q4 2021, an estimated $81K.
  • Edge Wealth Management first reported a position in LyondellBasell Industries in Q3 2016 and held it in 2 quarters.
  • Edge Wealth Management's LyondellBasell Industries position peaked at $129K in Q3 2016.
  • 835 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.