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WealthPLAN Partners’s LyondellBasell Industries LYB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-528
Closed -$48.5K – 778
2023
Q2 		$48.5K Sell
528
-14
-3% -$1.28K 0.01% 516
2023
Q1 		$50.9K Buy
+542
New +$50.4K 0.01% 552
2016
Q3 		$7.98K Sell
100
-347
-78% -$26.8K ﹤0.01% 638
2016
Q2 		$7.47K Buy
+447
New +$36.9K ﹤0.01% 1845
2015
Q4 		$8.71K Buy
+300
New +$27.6K ﹤0.01% 1192

Other funds holding LYB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's LYB Position: Q3 2023 in Review

WealthPLAN Partners sold out of LyondellBasell Industries (LYB) in Q3 2023, closing a stake of 528 shares — an estimated $48.5K sold.

WealthPLAN Partners first reported a position in LYB in Q4 2015 and held it in 5 quarters. The position peaked at $50.9K in Q1 2023. 936 funds tracked by Wall St. Rank hold LYB as of Q3 2023.

  • WealthPLAN Partners reported no remaining LyondellBasell Industries position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 528 LyondellBasell Industries shares in Q3 2023, an estimated $48.5K.
  • WealthPLAN Partners first reported a position in LyondellBasell Industries in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's LyondellBasell Industries position peaked at $50.9K in Q1 2023.
  • 936 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.