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Financial Advocates Investment Management’s LyondellBasell Industries LYB Stock Holding History

Financial Advocates Investment 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
-3,048
Closed -$292K – 792
2024
Q3 		$292K Buy
3,048
+86
+3% +$8.24K 0.02% 606
2024
Q2 		$283K Sell
2,962
-95
-3% -$9.43K 0.02% 589
2024
Q1 		$313K Buy
3,057
+315
+11% +$30.7K 0.02% 577
2023
Q4 		$261K Buy
2,742
+251
+10% +$23.5K 0.02% 605
2023
Q3 		$236K Sell
2,491
-223
-8% -$21.4K 0.02% 601
2023
Q2 		$249K Buy
+2,714
New +$248K 0.02% 573

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 $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Financial Advocates Investment Management's LYB Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,048 shares — an estimated $292K sold.

Financial Advocates Investment Management first reported a position in LYB in Q2 2023 and held it in 6 quarters. The position peaked at $313K in Q1 2024. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Financial Advocates Investment Management reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,048 LyondellBasell Industries shares in Q4 2024, an estimated $292K.
  • Financial Advocates Investment Management first reported a position in LyondellBasell Industries in Q2 2023 and held it in 6 quarters.
  • Financial Advocates Investment Management's LyondellBasell Industries position peaked at $313K in Q1 2024.
  • 971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.