Laurel Wealth Advisors (California)’s LyondellBasell Industries LYB Stock Holding History

Laurel Wealth Advisors (California)’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	$212K	Buy	+2,558	New	+$210K	0.02%	621
2022 Q3	–	Sell	-3,005	Closed	-$262K	–	648
2022 Q2	$262K	Buy	3,005 +60	+2%	+$6.25K	0.03%	534
2022 Q1	$303K	Sell	2,945 -213	-7%	-$21.2K	0.03%	575
2021 Q4	$291K	Buy	+3,158	New	+$293K	0.02%	634

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

Laurel Wealth Advisors (California)'s LYB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in LyondellBasell Industries (LYB) in Q4 2022: 2,558 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #621 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in LYB as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in LYB in Q4 2021 and has held it in 4 quarters since. The position peaked at $303K in Q1 2022. 897 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Laurel Wealth Advisors (California) held 2,558 shares of LyondellBasell Industries worth $212K as of Q4 2022.
LyondellBasell Industries was a new Laurel Wealth Advisors (California) position in Q4 2022.
LyondellBasell Industries made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #621 holding.
Laurel Wealth Advisors (California) first reported a position in LyondellBasell Industries in Q4 2021 and has held it in 4 quarters since.
Laurel Wealth Advisors (California)'s LyondellBasell Industries position peaked at $303K in Q1 2022.
897 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.