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Global Wealth Management Investment Advisory’s LyondellBasell Industries LYB Stock Holding History

Global Wealth Management Investment Advisory’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
-40,543
Closed -$3.89M – 148
2024
Q3 		$3.89M Buy
40,543
+1,418
+4% +$136K 0.84% 41
2024
Q2 		$3.74M Buy
39,125
+1,809
+5% +$179K 0.87% 40
2024
Q1 		$3.82M Buy
37,316
+356
+1% +$34.6K 0.93% 37
2023
Q4 		$3.51M Buy
36,960
+9,974
+37% +$933K 0.9% 36
2023
Q3 		$2.56M Sell
26,986
-449
-2% -$43.2K 0.72% 49
2023
Q2 		$2.52M Sell
27,435
-65
-0.2% -$5.94K 0.69% 53
2023
Q1 		$2.58M Sell
27,500
-720
-3% -$67K 0.78% 49
2022
Q4 		$2.34M Sell
28,220
-6,316
-18% -$517K 0.76% 52
2022
Q3 		$2.6M Buy
34,536
+1,752
+5% +$148K 0.93% 40
2022
Q2 		$2.87M Buy
32,784
+1,593
+5% +$166K 0.97% 39
2022
Q1 		$3.21M Buy
31,191
+3,084
+11% +$307K 0.96% 34
2021
Q4 		$2.59M Buy
28,107
+1,424
+5% +$132K 0.78% 49
2021
Q3 		$2.5M Buy
+26,683
New +$2.62M 0.79% 46
2020
Q1 		– Sell
-40
Closed -$4K – 632
2019
Q4 		$4K Sell
40
-6
-13% -$550 ﹤0.01% 458
2019
Q3 		$4K Hold
46
– – ﹤0.01% 423
2019
Q2 		$4K Hold
46
– – ﹤0.01% 468
2019
Q1 		$4K Hold
46
– – ﹤0.01% 472
2018
Q4 		$4K Buy
+46
New +$4.21K ﹤0.01% 511

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

Global Wealth Management Investment Advisory's LYB Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 40,543 shares — an estimated $3.89M sold.

Global Wealth Management Investment Advisory first reported a position in LYB in Q4 2018 and held it in 18 quarters. The position peaked at $3.89M in Q3 2024. 971 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Global Wealth Management Investment Advisory reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 40,543 LyondellBasell Industries shares in Q4 2024, an estimated $3.89M.
  • Global Wealth Management Investment Advisory first reported a position in LyondellBasell Industries in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's LyondellBasell Industries position peaked at $3.89M in Q3 2024.
  • 971 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.