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Wealthspire Advisors (Maryland)’s LyondellBasell Industries LYB Stock Holding History

Wealthspire Advisors (Maryland)’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
Q1 		– Sell
-2,162
Closed -$204K – 474
2019
Q4 		$204K Buy
+2,162
New +$198K 0.01% 469
2019
Q2 		– Sell
-1,372
Closed -$115K – 1342
2019
Q1 		$115K Sell
1,372
-1,502
-52% -$130K 0.01% 591
2018
Q4 		$239K Sell
2,874
-228
-7% -$20.9K 0.02% 370
2018
Q3 		$318K Buy
3,102
+141
+5% +$15.4K 0.03% 344
2018
Q2 		$325K Buy
2,961
+285
+11% +$31.3K 0.03% 334
2018
Q1 		$283K Buy
2,676
+10
+0.4% +$1.12K 0.03% 374
2017
Q4 		$294K Buy
2,666
+387
+17% +$40.1K 0.03% 376
2017
Q3 		$226K Sell
2,279
-72
-3% -$6.48K 0.02% 436
2017
Q2 		$198K Sell
2,351
-153
-6% -$12.7K 0.02% 453
2017
Q1 		$228K Sell
2,504
-80
-3% -$7.3K 0.03% 356
2016
Q4 		$222K Buy
2,584
+1,056
+69% +$88.6K 0.03% 342
2016
Q3 		$123K Sell
1,528
-46
-3% -$3.56K 0.02% 509
2016
Q2 		$117K Sell
1,574
-219
-12% -$18.1K 0.02% 501
2016
Q1 		$153K Sell
1,793
-424
-19% -$34K 0.03% 418
2015
Q4 		$193K Buy
+2,217
New +$204K 0.04% 366

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
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LYB Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of LyondellBasell Industries (LYB) in Q1 2020, closing a stake of 2,162 shares — an estimated $204K sold.

Wealthspire Advisors (Maryland) first reported a position in LYB in Q4 2015 and held it in 15 quarters. The position peaked at $325K in Q2 2018. 670 funds tracked by Wall St. Rank hold LYB as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining LyondellBasell Industries position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,162 LyondellBasell Industries shares in Q1 2020, an estimated $204K.
  • Wealthspire Advisors (Maryland) first reported a position in LyondellBasell Industries in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s LyondellBasell Industries position peaked at $325K in Q2 2018.
  • 670 funds tracked by Wall St. Rank held LyondellBasell Industries as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.