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Focused Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Focused 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
Q1 		– Sell
-14
Closed -$1.33K – 627
2023
Q4 		$1.33K Hold
14
– – ﹤0.01% 826
2023
Q3 		$1.33K Sell
14
-10
-42% -$961 ﹤0.01% 817
2023
Q2 		$2.23K Hold
24
– – ﹤0.01% 790
2023
Q1 		$2.27K Buy
24
+10
+71% +$930 ﹤0.01% 782
2022
Q4 		$1.16K Hold
14
– – ﹤0.01% 848
2022
Q3 		$1K Hold
14
– – ﹤0.01% 866
2022
Q2 		$1K Hold
14
– – ﹤0.01% 843
2022
Q1 		$1K Sell
14
-1,600
-99% -$160K ﹤0.01% 899
2021
Q4 		$149K Buy
1,614
+14
+0.9% +$1.3K 0.02% 225
2021
Q3 		$150K Hold
1,600
– – 0.02% 212
2021
Q2 		$165K Hold
1,600
– – 0.03% 199
2021
Q1 		$166K Hold
1,600
– – 0.03% 192
2020
Q4 		$147K Sell
1,600
-350
-18% -$28.5K 0.03% 188
2020
Q3 		$137K Hold
1,950
– – 0.03% 186
2020
Q2 		$128K Buy
1,950
+200
+11% +$11.9K 0.03% 187
2020
Q1 		$87K Buy
1,750
+50
+3% +$3.68K 0.03% 220
2019
Q4 		$161K Hold
1,700
– – 0.04% 185
2019
Q3 		$152K Hold
1,700
– – 0.04% 178
2019
Q2 		$146K Hold
1,700
– – 0.04% 184
2019
Q1 		$143K Hold
1,700
– – 0.04% 162
2018
Q4 		$141K Hold
1,700
– – 0.05% 172
2018
Q3 		$174K Sell
1,700
-800
-32% -$87.5K 0.06% 160
2018
Q2 		$275K Hold
2,500
– – 0.1% 120
2018
Q1 		$264K Hold
2,500
– – 0.08% 122
2017
Q4 		$276K Buy
+2,500
New +$259K 0.09% 115
2017
Q3 		– Sell
-2,500
Closed -$211K – 701
2017
Q2 		$211K Hold
2,500
– – 0.08% 133
2017
Q1 		$228K Buy
2,500
+600
+32% +$54.8K 0.09% 127
2016
Q4 		$163K Buy
+1,900
New +$159K 0.07% 171

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Focused Wealth Management's LYB Position: Q1 2024 in Review

Focused Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 14 shares — an estimated $1.33K sold.

Focused Wealth Management first reported a position in LYB in Q4 2016 and held it in 28 quarters. The position peaked at $276K in Q4 2017. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Focused Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 14 LyondellBasell Industries shares in Q1 2024, an estimated $1.33K.
  • Focused Wealth Management first reported a position in LyondellBasell Industries in Q4 2016 and held it in 28 quarters.
  • Focused Wealth Management's LyondellBasell Industries position peaked at $276K in Q4 2017.
  • 1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.