Selective Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Selective 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
2022 Q4	–	Sell	-9	Closed	-$1K	–	473
2022 Q3	$1K	Buy	+9	New	+$760	﹤0.01%	731
2020 Q3	–	Sell	-45	Closed	-$3K	–	375
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	351
2020 Q1	$2K	Hold	45	–	–	﹤0.01%	288
2019 Q4	$4K	Buy	45 +1	+2%	+$92	﹤0.01%	243
2019 Q3	$4K	Buy	+44	New	+$3.59K	0.01%	247

Other funds holding LYB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Selective Wealth Management's LYB Position: Q4 2022 in Review

Selective Wealth Management sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in LYB in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 896 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Selective Wealth Management reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 9 LyondellBasell Industries shares in Q4 2022, an estimated $1K.
Selective Wealth Management first reported a position in LyondellBasell Industries in Q3 2019 and held it in 5 quarters.
Selective Wealth Management's LyondellBasell Industries position peaked at $4K in Q4 2019.
896 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.