Heritage Wealth Management (Arizona)’s LyondellBasell Industries LYB Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$66.4K	Buy	800 +400	+100%	+$32.8K	0.01%	467
2022 Q3	$30K	Hold	400	–	–	0.01%	471
2022 Q2	$35K	Hold	400	–	–	0.01%	473
2022 Q1	$41K	Buy	+400	New	+$39.9K	0.01%	500
2021 Q3	$38K	Hold	400	–	–	0.01%	485
2021 Q2	$41K	Buy	400 +75	+23%	+$8.12K	0.02%	482
2021 Q1	$34K	Buy	+325	New	+$32.3K	0.02%	431

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s LYB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its LyondellBasell Industries (LYB) stake by 100% in Q4 2022, buying an estimated $32.8K and bringing the position to 800 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #467.

Heritage Wealth Management (Arizona) first reported a position in LYB in Q1 2021 and has held it in 7 quarters since. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Heritage Wealth Management (Arizona) held 800 shares of LyondellBasell Industries worth $66.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 400 LyondellBasell Industries shares in Q4 2022, an estimated $32.8K.
LyondellBasell Industries made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #467 holding.
Heritage Wealth Management (Arizona) first reported a position in LyondellBasell Industries in Q1 2021 and has held it in 7 quarters since.
897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.