Wagner Wealth Management (South Carolina)’s LyondellBasell Industries LYB Stock Holding History

Wagner Wealth Management (South Carolina)’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	-220	Closed	-$17K	–	514
2022 Q3	$17K	Buy	220 +3	+1%	+$253	0.01%	344
2022 Q2	$19K	Buy	+217	New	+$22.6K	0.02%	337
2022 Q1	–	Sell	-212	Closed	-$20K	–	464
2021 Q4	$20K	Buy	212 +2	+1%	+$186	0.02%	395
2021 Q3	$19K	Sell	210 -22	-9%	-$2.16K	0.02%	381
2021 Q2	$24K	Buy	232 +2	+0.9%	+$217	0.02%	358
2021 Q1	$24K	Buy	+230	New	+$22.8K	0.02%	332
2018 Q3	$3K	Hold	25	–	–	﹤0.01%	523
2018 Q2	$3K	Buy	+25	New	+$2.75K	﹤0.01%	494

Other funds holding LYB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LYB Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of LyondellBasell Industries (LYB) in Q4 2022, closing a stake of 220 shares — an estimated $17K sold.

Wagner Wealth Management (South Carolina) first reported a position in LYB in Q2 2018 and held it in 8 quarters. The position peaked at $24K in Q2 2021. 898 funds tracked by Wall St. Rank hold LYB as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining LyondellBasell Industries position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 220 LyondellBasell Industries shares in Q4 2022, an estimated $17K.
Wagner Wealth Management (South Carolina) first reported a position in LyondellBasell Industries in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s LyondellBasell Industries position peaked at $24K in Q2 2021.
898 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.