Fortis Advisors’s LyondellBasell Industries LYB Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-1,079	Closed	-$101K	–	179
2023 Q1	$101K	Hold	1,079	–	–	0.07%	118
2022 Q4	$89.6K	Buy	+1,079	New	+$88.4K	0.07%	122
2019 Q3	–	Sell	-2,676	Closed	-$230K	–	334
2019 Q2	$230K	Hold	2,676	–	–	0.11%	96
2019 Q1	$225K	Buy	2,676 +607	+29%	+$52.5K	0.12%	97
2018 Q4	$172K	Buy	2,069 +1,873	+956%	+$171K	0.1%	110
2018 Q3	$20K	Hold	196	–	–	0.01%	256
2018 Q2	$22K	Hold	196	–	–	0.01%	243
2018 Q1	$21K	Buy	+196	New	+$21.9K	0.01%	212

Other funds holding LYB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's LYB Position: Q2 2023 in Review

Fortis Advisors sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 1,079 shares — an estimated $101K sold.

Fortis Advisors first reported a position in LYB in Q1 2018 and held it in 8 quarters. The position peaked at $230K in Q2 2019. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

Fortis Advisors reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 1,079 LyondellBasell Industries shares in Q2 2023, an estimated $101K.
Fortis Advisors first reported a position in LyondellBasell Industries in Q1 2018 and held it in 8 quarters.
Fortis Advisors's LyondellBasell Industries position peaked at $230K in Q2 2019.
927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.