KWA
LYB icon

Kingswood Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Kingswood Wealth Advisors’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
-3,784
Closed -$363K – 862
2024
Q3 		$363K Sell
3,784
-234
-6% -$22.4K 0.03% 530
2024
Q2 		$384K Buy
4,018
+780
+24% +$77.4K 0.03% 453
2024
Q1 		$331K Sell
3,238
-1,058
-25% -$103K 0.04% 452
2023
Q4 		$408K Buy
+4,296
New +$402K 0.05% 393

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

Kingswood Wealth Advisors's LYB Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 3,784 shares — an estimated $363K sold.

Kingswood Wealth Advisors first reported a position in LYB in Q4 2023 and held it in 4 quarters. The position peaked at $408K in Q4 2023. 970 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,784 LyondellBasell Industries shares in Q4 2024, an estimated $363K.
  • Kingswood Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's LyondellBasell Industries position peaked at $408K in Q4 2023.
  • 970 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.