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Institute for Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-2,348
Closed -$223K – 519
2023
Q4 		$223K Sell
2,348
-4
-0.2% -$374 0.04% 435
2023
Q3 		$223K Sell
2,352
-117
-5% -$11.2K 0.04% 412
2023
Q2 		$227K Sell
2,469
-32
-1% -$2.92K 0.04% 420
2023
Q1 		$235K Buy
2,501
+2
+0.1% +$186 0.04% 403
2022
Q4 		$207K Sell
2,499
-279
-10% -$22.9K 0.04% 424
2022
Q3 		$209K Sell
2,778
-23
-0.8% -$1.94K 0.05% 417
2022
Q2 		$245K Buy
2,801
+11
+0.4% +$1.15K 0.05% 444
2022
Q1 		$287K Sell
2,790
-71
-2% -$7.08K 0.05% 435
2021
Q4 		$264K Sell
2,861
-293
-9% -$27.2K 0.04% 406
2021
Q3 		$296K Sell
3,154
-104
-3% -$10.2K 0.05% 380
2021
Q2 		$335K Sell
3,258
-722
-18% -$78.2K 0.06% 344
2021
Q1 		$414K Sell
3,980
-942
-19% -$93.5K 0.08% 297
2020
Q4 		$451K Sell
4,922
-518
-10% -$42.2K 0.09% 270
2020
Q3 		$383K Sell
5,440
-793
-13% -$54.8K 0.09% 271
2020
Q2 		$410K Sell
6,233
-320
-5% -$19K 0.1% 273
2020
Q1 		$325K Sell
6,553
-1,200
-15% -$88.2K 0.1% 263
2019
Q4 		$732K Sell
7,753
-412
-5% -$37.8K 0.17% 180
2019
Q3 		$730K Sell
8,165
-419
-5% -$34.2K 0.18% 162
2019
Q2 		$739K Buy
8,584
+4,453
+108% +$380K 0.16% 188
2019
Q1 		$349K Sell
4,131
-7,602
-65% -$657K 0.08% 305
2018
Q4 		$972K Buy
+11,733
New +$1.07M 0.4% 76
2018
Q3 		– Sell
-10,994
Closed -$1.22M – 211
2018
Q2 		$1.22M Buy
10,994
+1,049
+11% +$115K 0.39% 87
2018
Q1 		$1.09M Buy
9,945
+8,128
+447% +$908K 0.32% 110
2017
Q4 		$200K Sell
1,817
-544
-23% -$56.4K 0.05% 364
2017
Q3 		$234K Buy
+2,361
New +$212K 0.08% 239

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Institute for Wealth Management's LYB Position: Q1 2024 in Review

Institute for Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 2,348 shares — an estimated $223K sold.

Institute for Wealth Management first reported a position in LYB in Q3 2017 and held it in 25 quarters. The position peaked at $1.22M in Q2 2018. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Institute for Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 2,348 LyondellBasell Industries shares in Q1 2024, an estimated $223K.
  • Institute for Wealth Management first reported a position in LyondellBasell Industries in Q3 2017 and held it in 25 quarters.
  • Institute for Wealth Management's LyondellBasell Industries position peaked at $1.22M in Q2 2018.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Institute for Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.