Evoke Wealth’s LyondellBasell Industries LYB Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-74	Closed	-$6K	–	810
2022 Q3	$6K	Sell	74 -38	-34%	-$3.21K	﹤0.01%	850
2022 Q2	$10K	Buy	112 +11	+11%	+$1.15K	﹤0.01%	771
2022 Q1	$10K	Buy	101 +18	+22%	+$1.79K	﹤0.01%	774
2021 Q4	$8K	Hold	83	–	–	﹤0.01%	823
2021 Q3	$7K	Hold	83	–	–	﹤0.01%	799
2021 Q2	$9K	Hold	83	–	–	﹤0.01%	761
2021 Q1	$9K	Hold	83	–	–	﹤0.01%	707
2020 Q4	$8K	Hold	83	–	–	﹤0.01%	621
2020 Q3	$6K	Sell	83 -16	-16%	-$1.11K	﹤0.01%	632
2020 Q2	$7K	Sell	99 -333	-77%	-$19.8K	﹤0.01%	599
2020 Q1	$21.5K	Sell	432 -738	-63%	-$54.3K	﹤0.01%	427
2019 Q4	$111K	Buy	1,170 +621	+113%	+$56.9K	0.01%	311
2019 Q3	$49.1K	Buy	+549	New	+$44.8K	0.01%	466

Other funds holding LYB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

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

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

Fidelity Investments

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