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Simplicity Wealth’s LyondellBasell Industries LYB Stock Holding History

Simplicity Wealth’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
-13,220
Closed -$1.26M – 905
2024
Q2 		$1.26M Sell
13,220
-176
-1% -$17.5K 0.03% 461
2024
Q1 		$1.37M Buy
+13,396
New +$1.3M 0.03% 434

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

Simplicity Wealth's LYB Position: Q3 2024 in Review

Simplicity Wealth sold out of LyondellBasell Industries (LYB) in Q3 2024, closing a stake of 13,220 shares — an estimated $1.26M sold.

Simplicity Wealth first reported a position in LYB in Q1 2024 and held it in 2 quarters. The position peaked at $1.37M in Q1 2024. 1,031 funds tracked by Wall St. Rank hold LYB as of Q3 2024.

  • Simplicity Wealth reported no remaining LyondellBasell Industries position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 13,220 LyondellBasell Industries shares in Q3 2024, an estimated $1.26M.
  • Simplicity Wealth first reported a position in LyondellBasell Industries in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's LyondellBasell Industries position peaked at $1.37M in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.