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Fortis Capital Advisors’s LyondellBasell Industries LYB Stock Holding History

Fortis Capital 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
-558
Closed -$52.4K – 409
2023
Q1 		$52.4K Buy
558
+151
+37% +$14K 0.03% 279
2022
Q4 		$33.8K Buy
+407
New +$33.3K 0.02% 344

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Capital Advisors's LYB Position: Q2 2023 in Review

Fortis Capital Advisors sold out of LyondellBasell Industries (LYB) in Q2 2023, closing a stake of 558 shares — an estimated $52.4K sold.

Fortis Capital Advisors first reported a position in LYB in Q4 2022 and held it in 2 quarters. The position peaked at $52.4K in Q1 2023. 927 funds tracked by Wall St. Rank hold LYB as of Q2 2023.

  • Fortis Capital Advisors reported no remaining LyondellBasell Industries position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 558 LyondellBasell Industries shares in Q2 2023, an estimated $52.4K.
  • Fortis Capital Advisors first reported a position in LyondellBasell Industries in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's LyondellBasell Industries position peaked at $52.4K in Q1 2023.
  • 927 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.