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Turtle Creek Wealth Advisors’s LyondellBasell Industries LYB Stock Holding History

Turtle Creek 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
Q2 		– Sell
-2,013
Closed -$206K – 211
2024
Q1 		$206K Buy
2,013
+1,058
+111% +$103K 0.05% 145
2023
Q4 		$90.8K Buy
+955
New +$89.3K 0.03% 209

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Turtle Creek Wealth Advisors's LYB Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of LyondellBasell Industries (LYB) in Q2 2024, closing a stake of 2,013 shares — an estimated $206K sold.

Turtle Creek Wealth Advisors first reported a position in LYB in Q4 2023 and held it in 2 quarters. The position peaked at $206K in Q1 2024. 1,022 funds tracked by Wall St. Rank hold LYB as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining LyondellBasell Industries position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 2,013 LyondellBasell Industries shares in Q2 2024, an estimated $206K.
  • Turtle Creek Wealth Advisors first reported a position in LyondellBasell Industries in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's LyondellBasell Industries position peaked at $206K in Q1 2024.
  • 1,022 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.