Laidlaw Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Laidlaw 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	-2,535	Closed	-$241K	–	211
2023 Q4	$241K	Hold	2,535	–	–	0.09%	211
2023 Q3	$240K	Buy	2,535 +314	+14%	+$30.2K	0.08%	231
2023 Q2	$204K	Sell	2,221 -263	-11%	-$24K	0.04%	325
2023 Q1	$233K	Buy	+2,484	New	+$231K	0.05%	308

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Laidlaw Wealth Management's LYB Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 2,535 shares — an estimated $241K sold.

Laidlaw Wealth Management first reported a position in LYB in Q1 2023 and held it in 4 quarters. The position peaked at $241K in Q4 2023. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

Laidlaw Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 2,535 LyondellBasell Industries shares in Q1 2024, an estimated $241K.
Laidlaw Wealth Management first reported a position in LyondellBasell Industries in Q1 2023 and held it in 4 quarters.
Laidlaw Wealth Management's LyondellBasell Industries position peaked at $241K in Q4 2023.
1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.