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Resurgent Financial Advisors’s LyondellBasell Industries LYB Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-545
Closed -$51.8K – 365
2023
Q4 		$51.8K Sell
545
-35
-6% -$3.27K 0.03% 328
2023
Q3 		$54.9K Buy
580
+11
+2% +$1.06K 0.04% 307
2023
Q2 		$52.3K Sell
569
-77
-12% -$7.04K 0.03% 323
2023
Q1 		$60.7K Sell
646
-2,652
-80% -$247K 0.04% 303
2022
Q4 		$274K Buy
+3,298
New +$270K 0.14% 151

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Resurgent Financial Advisors's LYB Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 545 shares — an estimated $51.8K sold.

Resurgent Financial Advisors first reported a position in LYB in Q4 2022 and held it in 5 quarters. The position peaked at $274K in Q4 2022. 1,019 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 545 LyondellBasell Industries shares in Q1 2024, an estimated $51.8K.
  • Resurgent Financial Advisors first reported a position in LyondellBasell Industries in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's LyondellBasell Industries position peaked at $274K in Q4 2022.
  • 1,019 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.