SLWA
LYB icon

San Luis Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

San Luis 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
2023
Q1 		– Sell
-12,813
Closed -$1.06M – 169
2022
Q4 		$1.06M Buy
12,813
+7,334
+134% +$601K 0.99% 31
2022
Q3 		$412K Buy
+5,479
New +$463K 0.43% 54

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

San Luis Wealth Advisors's LYB Position: Q1 2023 in Review

San Luis Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2023, closing a stake of 12,813 shares — an estimated $1.06M sold.

San Luis Wealth Advisors first reported a position in LYB in Q3 2022 and held it in 2 quarters. The position peaked at $1.06M in Q4 2022. 908 funds tracked by Wall St. Rank hold LYB as of Q1 2023.

  • San Luis Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 12,813 LyondellBasell Industries shares in Q1 2023, an estimated $1.06M.
  • San Luis Wealth Advisors first reported a position in LyondellBasell Industries in Q3 2022 and held it in 2 quarters.
  • San Luis Wealth Advisors's LyondellBasell Industries position peaked at $1.06M in Q4 2022.
  • 908 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2023.

Based on San Luis Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.