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Smith Salley Wealth Management’s LyondellBasell Industries LYB Stock Holding History

Smith Salley 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
2020
Q2 		– Sell
-36,894
Closed -$1.83M – 193
2020
Q1 		$1.83M Sell
36,894
-49,311
-57% -$3.63M 0.3% 72
2019
Q4 		$8.14M Buy
86,205
+3,868
+5% +$354K 1.07% 34
2019
Q3 		$7.37M Sell
82,337
-1,905
-2% -$155K 1.05% 38
2019
Q2 		$7.26M Buy
84,242
+1,236
+1% +$105K 1.09% 36
2019
Q1 		$6.98M Buy
83,006
+9,352
+13% +$808K 1.12% 37
2018
Q4 		$6.13M Sell
73,654
-7,503
-9% -$686K 1.13% 33
2018
Q3 		$8.32M Sell
81,157
-1,653
-2% -$181K 1.31% 25
2018
Q2 		$9.1M Buy
82,810
+1,872
+2% +$206K 1.56% 21
2018
Q1 		$8.55M Buy
80,938
+102
+0.1% +$11.4K 1.53% 18
2017
Q4 		$8.92M Buy
80,836
+1,100
+1% +$114K 1.6% 16
2017
Q3 		$7.9M Buy
79,736
+1,216
+2% +$109K 1.51% 16
2017
Q2 		$6.63M Buy
78,520
+1,223
+2% +$102K 1.33% 21
2017
Q1 		$7.05M Buy
77,297
+1,303
+2% +$119K 1.44% 19
2016
Q4 		$6.52M Buy
75,994
+25,883
+52% +$2.17M 1.36% 22
2016
Q3 		$4.04M Sell
50,111
-726
-1% -$56.1K 0.9% 43
2016
Q2 		$3.78M Buy
50,837
+438
+0.9% +$36.2K 0.88% 43
2016
Q1 		$4.31M Buy
50,399
+299
+0.6% +$24K 1.08% 38
2015
Q4 		$4.35M Buy
50,100
+902
+2% +$83K 1.09% 35
2015
Q3 		$4.1M Buy
49,198
+2,789
+6% +$248K 1.11% 35
2015
Q2 		$4.8M Buy
46,409
+717
+2% +$72.1K 1.22% 32
2015
Q1 		$4.01M Buy
45,692
+9,249
+25% +$778K 1.02% 40
2014
Q4 		$2.89M Buy
+36,443
New +$3.16M 0.75% 45

Other funds holding LYB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Smith Salley Wealth Management's LYB Position: Q2 2020 in Review

Smith Salley Wealth Management sold out of LyondellBasell Industries (LYB) in Q2 2020, closing a stake of 36,894 shares — an estimated $1.83M sold.

Smith Salley Wealth Management first reported a position in LYB in Q4 2014 and held it in 22 quarters. The position peaked at $9.1M in Q2 2018. 664 funds tracked by Wall St. Rank hold LYB as of Q2 2020.

  • Smith Salley Wealth Management reported no remaining LyondellBasell Industries position as of Q2 2020 after selling out during the quarter.
  • Smith Salley Wealth Management sold 36,894 LyondellBasell Industries shares in Q2 2020, an estimated $1.83M.
  • Smith Salley Wealth Management first reported a position in LyondellBasell Industries in Q4 2014 and held it in 22 quarters.
  • Smith Salley Wealth Management's LyondellBasell Industries position peaked at $9.1M in Q2 2018.
  • 664 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2020.

Based on Smith Salley Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.