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WAS
WESPAC Advisors SoCal’s
LyondellBasell Industries
LYB
Stock Holding History
WESPAC Advisors SoCal’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
-2,775
Closed
-$262K
–
89
2019
Q4
$262K
Hold
2,775
–
–
0.12%
73
2019
Q3
$248K
Buy
2,775
+200
+8%
+$16.3K
0.12%
75
2019
Q2
$221K
Sell
2,575
-475
-16%
-$40.5K
0.12%
80
2019
Q1
$256K
Buy
3,050
+1,550
+103%
+$134K
0.14%
77
2018
Q4
$124K
Sell
1,500
-550
-27%
-$50.3K
0.08%
94
2018
Q3
$210K
Hold
2,050
–
–
0.11%
85
2018
Q2
$225K
Hold
2,050
–
–
0.13%
81
2018
Q1
$216K
Hold
2,050
–
–
0.13%
80
2017
Q4
$226K
Hold
2,050
–
–
0.13%
78
2017
Q3
$203K
Sell
2,050
-75
-4%
-$6.75K
0.12%
86
2017
Q2
$179K
Buy
2,125
+100
+5%
+$8.3K
0.11%
86
2017
Q1
$185K
Sell
2,025
-550
-21%
-$50.2K
0.11%
86
2016
Q4
$221K
Sell
2,575
-225
-8%
-$18.9K
0.14%
80
2016
Q3
$226K
Hold
2,800
–
–
0.15%
79
2016
Q2
$208K
Sell
2,800
-75
-3%
-$6.19K
0.14%
76
2016
Q1
$246K
Buy
2,875
+600
+26%
+$48.2K
0.18%
69
2015
Q4
$197K
Buy
+2,275
New
+$209K
0.13%
83
Other funds holding LYB
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$427B AUM
29.17%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Eagle Capital Management (New York)
New York
$29.8B AUM
12.13%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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