Icon Wealth Partners’s LyondellBasell Industries LYB Stock Holding History

Icon Wealth Partners’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 Q3	$118K	Sell	1,243 -218	-15%	-$21K	0.01%	360
2023 Q2	$134K	Buy	1,461 +210	+17%	+$19.2K	0.01%	365
2023 Q1	$117K	Buy	+1,251	New	+$116K	0.01%	381
2021 Q1	–	Sell	-5,046	Closed	-$463K	–	335
2020 Q4	$463K	Sell	5,046 -495	-9%	-$40.3K	0.07%	184
2020 Q3	$391K	Buy	+5,541	New	+$383K	0.08%	166
2019 Q2	–	Sell	-412	Closed	-$35K	–	518
2019 Q1	$35K	Buy	+412	New	+$35.6K	0.01%	433
2018 Q3	–	Sell	-412	Closed	-$45K	–	539
2018 Q2	$45K	Buy	+412	New	+$45.2K	0.02%	408
2018 Q1	–	Sell	-412	Closed	-$45K	–	535
2017 Q4	$45K	Buy	+412	New	+$42.7K	0.02%	443

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Icon Wealth Partners's LYB Position: Q3 2023 in Review

Icon Wealth Partners reduced its LyondellBasell Industries (LYB) stake by 15% in Q3 2023, selling an estimated $21K and leaving 1,243 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #360.

Icon Wealth Partners first reported a position in LYB in Q4 2017 and has held it in 8 quarters since. The position peaked at $463K in Q4 2020. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

Icon Wealth Partners held 1,243 shares of LyondellBasell Industries worth $118K as of Q3 2023.
Icon Wealth Partners sold 218 LyondellBasell Industries shares in Q3 2023, an estimated $21K.
LyondellBasell Industries made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #360 holding.
Icon Wealth Partners first reported a position in LyondellBasell Industries in Q4 2017 and has held it in 8 quarters since.
Icon Wealth Partners's LyondellBasell Industries position peaked at $463K in Q4 2020.
936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.