FWM
LYB icon

Fairhaven Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Fairhaven 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
2024
Q4 		– Sell
-21,783
Closed -$2.09M – 123
2024
Q3 		$2.09M Sell
21,783
-350
-2% -$33.5K 0.64% 32
2024
Q2 		$2.12M Buy
22,133
+938
+4% +$93.1K 0.7% 30
2024
Q1 		$2.17M Buy
+21,195
New +$2.06M 0.74% 30

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fairhaven Wealth Management's LYB Position: Q4 2024 in Review

Fairhaven Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 21,783 shares — an estimated $2.09M sold.

Fairhaven Wealth Management first reported a position in LYB in Q1 2024 and held it in 3 quarters. The position peaked at $2.17M in Q1 2024. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Fairhaven Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Fairhaven Wealth Management sold 21,783 LyondellBasell Industries shares in Q4 2024, an estimated $2.09M.
  • Fairhaven Wealth Management first reported a position in LyondellBasell Industries in Q1 2024 and held it in 3 quarters.
  • Fairhaven Wealth Management's LyondellBasell Industries position peaked at $2.17M in Q1 2024.
  • 971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.