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Peak Financial Advisors’s LyondellBasell Industries LYB Stock Holding History

Peak Financial 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
2022
Q3 		– Sell
-3,646
Closed -$319K – 65
2022
Q2 		$319K Buy
3,646
+1,004
+38% +$105K 0.32% 58
2022
Q1 		$272K Buy
+2,642
New +$263K 0.23% 66

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's LYB Position: Q3 2022 in Review

Peak Financial Advisors sold out of LyondellBasell Industries (LYB) in Q3 2022, closing a stake of 3,646 shares — an estimated $319K sold.

Peak Financial Advisors first reported a position in LYB in Q1 2022 and held it in 2 quarters. The position peaked at $319K in Q2 2022. 841 funds tracked by Wall St. Rank hold LYB as of Q3 2022.

  • Peak Financial Advisors reported no remaining LyondellBasell Industries position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 3,646 LyondellBasell Industries shares in Q3 2022, an estimated $319K.
  • Peak Financial Advisors first reported a position in LyondellBasell Industries in Q1 2022 and held it in 2 quarters.
  • Peak Financial Advisors's LyondellBasell Industries position peaked at $319K in Q2 2022.
  • 841 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.