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Ruedi Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Ruedi 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
2024
Q3 		– Sell
-10
Closed -$957 – 438
2024
Q2 		$957 Buy
+10
New +$992 ﹤0.01% 373

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

Ruedi Wealth Management's LYB Position: Q3 2024 in Review

Ruedi Wealth Management sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 10 shares — an estimated $957 sold.

Ruedi Wealth Management first reported a position in LYB in Q2 2024 and held it in 1 quarter. The position peaked at $957 in Q2 2024. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Ruedi Wealth Management reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 10 LyondellBasell Industries shares in Q3 2024, an estimated $957.
  • Ruedi Wealth Management first reported a position in LyondellBasell Industries in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's LyondellBasell Industries position peaked at $957 in Q2 2024.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.