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Realta Investment Advisors’s LyondellBasell Industries LYB Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-4,962
Closed -$475K – 601
2024
Q2 		$475K Sell
4,962
-7
-0.1% -$694 0.09% 231
2024
Q1 		$508K Sell
4,969
-335
-6% -$32.6K 0.1% 232
2023
Q4 		$504K Sell
5,304
-408
-7% -$38.1K 0.11% 220
2023
Q3 		$525K Hold
5,712
– – 0.12% 199
2023
Q2 		$525K Buy
5,712
+126
+2% +$11.5K 0.11% 210
2023
Q1 		$524K Buy
5,586
+407
+8% +$37.9K 0.13% 200
2022
Q4 		$430K Buy
5,179
+109
+2% +$8.93K 0.1% 230
2022
Q3 		$382K Sell
5,070
-30
-0.6% -$2.53K 0.1% 236
2022
Q2 		$447K Sell
5,100
-251
-5% -$26.1K 0.11% 205
2022
Q1 		$550K Buy
5,351
+532
+11% +$53K 0.11% 203
2021
Q4 		$444K Buy
4,819
+335
+7% +$31.1K 0.1% 237
2021
Q3 		$421K Buy
4,484
+2,160
+93% +$212K 0.1% 230
2021
Q2 		$239K Sell
2,324
-182
-7% -$19.7K 0.06% 339
2021
Q1 		$261K Sell
2,506
-486
-16% -$48.2K 0.07% 301
2020
Q4 		$274K Sell
2,992
-477
-14% -$38.9K 0.08% 263
2020
Q3 		$245K Buy
+3,469
New +$240K 0.08% 261
2020
Q1 		– Sell
-3,858
Closed -$355K – 935
2019
Q4 		$355K Sell
3,858
-133
-3% -$12.2K 0.1% 238
2019
Q3 		$359K Sell
3,991
-50
-1% -$4.08K 0.1% 221
2019
Q2 		$349K Buy
4,041
+1,483
+58% +$127K 0.1% 228
2019
Q1 		$215K Buy
+2,558
New +$221K 0.1% 251

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Realta Investment Advisors's LYB Position: Q3 2024 in Review

Realta Investment Advisors sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 4,962 shares — an estimated $475K sold.

Realta Investment Advisors first reported a position in LYB in Q1 2019 and held it in 20 quarters. The position peaked at $550K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Realta Investment Advisors reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,962 LyondellBasell Industries shares in Q3 2024, an estimated $475K.
  • Realta Investment Advisors first reported a position in LyondellBasell Industries in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's LyondellBasell Industries position peaked at $550K in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.