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Modera Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Modera 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
2022
Q1 		– Sell
-7,019
Closed -$647K – 498
2021
Q4 		$647K Buy
+7,019
New +$651K 0.02% 231

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Modera Wealth Management's LYB Position: Q1 2022 in Review

Modera Wealth Management sold out of LyondellBasell Industries (LYB) in Q1 2022, closing a stake of 7,019 shares — an estimated $647K sold.

Modera Wealth Management first reported a position in LYB in Q4 2021 and held it in 1 quarter. The position peaked at $647K in Q4 2021. 865 funds tracked by Wall St. Rank hold LYB as of Q1 2022.

  • Modera Wealth Management reported no remaining LyondellBasell Industries position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 7,019 LyondellBasell Industries shares in Q1 2022, an estimated $647K.
  • Modera Wealth Management first reported a position in LyondellBasell Industries in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's LyondellBasell Industries position peaked at $647K in Q4 2021.
  • 865 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.