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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evoke Wealth's LYB Position: Q4 2022 in Review

Evoke Wealth sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 74 shares — an estimated $6K sold.

Evoke Wealth first reported a position in LYB in Q3 2019 and held it in 13 quarters. The position peaked at $111K in Q4 2019. 896 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

  • Evoke Wealth reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 74 LyondellBasell Industries shares in Q4 2022, an estimated $6K.
  • Evoke Wealth first reported a position in LyondellBasell Industries in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's LyondellBasell Industries position peaked at $111K in Q4 2019.
  • 896 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.