TRUE Private Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

TRUE Private 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
2024 Q1	–	Sell	-2,444	Closed	-$232K	–	299
2023 Q4	$232K	Buy	2,444 +165	+7%	+$15.4K	0.03%	253
2023 Q3	$216K	Buy	2,279 +5	+0.2%	+$481	0.03%	243
2023 Q2	$209K	Hold	2,274	–	–	0.03%	228
2023 Q1	$214K	Buy	+2,274	New	+$212K	0.03%	213
2022 Q1	–	Sell	-22,549	Closed	-$2.08M	–	259
2021 Q4	$2.08M	Sell	22,549 -5,016	-18%	-$465K	0.3%	57
2021 Q3	$2.59M	Buy	+27,565	New	+$2.71M	0.38%	53
2018 Q4	–	Sell	-40	Closed	-$4.1K	–	640
2018 Q3	$4.1K	Buy	+40	New	+$4.37K	﹤0.01%	923

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

TRUE Private Wealth Advisors's LYB Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q1 2024, closing a stake of 2,444 shares — an estimated $232K sold.

TRUE Private Wealth Advisors first reported a position in LYB in Q3 2018 and held it in 7 quarters. The position peaked at $2.59M in Q3 2021. 1,020 funds tracked by Wall St. Rank hold LYB as of Q1 2024.

TRUE Private Wealth Advisors reported no remaining LyondellBasell Industries position as of Q1 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,444 LyondellBasell Industries shares in Q1 2024, an estimated $232K.
TRUE Private Wealth Advisors first reported a position in LyondellBasell Industries in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's LyondellBasell Industries position peaked at $2.59M in Q3 2021.
1,020 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.