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Regent Peak Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-134
Closed -$12K – 620
2020
Q4 		$12K Buy
+134
New +$10.9K ﹤0.01% 536

Other funds holding LYB

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Regent Peak Wealth Advisors's LYB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2021, closing a stake of 134 shares — an estimated $12K sold.

Regent Peak Wealth Advisors first reported a position in LYB in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 792 funds tracked by Wall St. Rank hold LYB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 134 LyondellBasell Industries shares in Q1 2021, an estimated $12K.
  • Regent Peak Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's LyondellBasell Industries position peaked at $12K in Q4 2020.
  • 792 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.