High Net Worth Advisory Group’s LyondellBasell Industries LYB Stock Holding History

High Net Worth Advisory Group’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	–	Sell	-1,801	Closed	-$136K	–	663
2022 Q3	$136K	Hold	1,801	–	–	0.06%	212
2022 Q2	$158K	Hold	1,801	–	–	0.07%	203
2022 Q1	$185K	Hold	1,801	–	–	0.07%	192
2021 Q4	$166K	Buy	+1,801	New	+$167K	0.06%	202

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

High Net Worth Advisory Group's LYB Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 1,801 shares — an estimated $136K sold.

High Net Worth Advisory Group first reported a position in LYB in Q4 2021 and held it in 4 quarters. The position peaked at $185K in Q1 2022. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

High Net Worth Advisory Group reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 1,801 LyondellBasell Industries shares in Q4 2022, an estimated $136K.
High Net Worth Advisory Group first reported a position in LyondellBasell Industries in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's LyondellBasell Industries position peaked at $185K in Q1 2022.
897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.