LWANC
LYB icon

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

Laurel Wealth Advisors (North Carolina)’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
-275
Closed -$26.4K – 754
2024
Q3 		$26.4K Buy
+275
New +$26.4K ﹤0.01% 377

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LYB Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of LyondellBasell Industries (LYB) in Q4 2024, closing a stake of 275 shares — an estimated $26.4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LYB in Q3 2024 and held it in 1 quarter. The position peaked at $26.4K in Q3 2024. 973 funds tracked by Wall St. Rank hold LYB as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining LyondellBasell Industries position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 275 LyondellBasell Industries shares in Q4 2024, an estimated $26.4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in LyondellBasell Industries in Q3 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s LyondellBasell Industries position peaked at $26.4K in Q3 2024.
  • 973 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.