AE Wealth Management’s Lyft LYFT Stock Holding History

AE Wealth Management’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36,395	Closed	-$459K	–	1642
2023 Q4	$459K	Sell	36,395 -13,550	-27%	-$158K	﹤0.01%	1486
2023 Q3	$526K	Buy	+49,945	New	+$557K	﹤0.01%	1350

Other funds holding LYFT

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

AE Wealth Management's LYFT Position: Q1 2024 in Review

AE Wealth Management sold out of Lyft (LYFT) in Q1 2024, closing a stake of 36,395 shares — an estimated $459K sold.

AE Wealth Management first reported a position in LYFT in Q3 2023 and held it in 2 quarters. The position peaked at $526K in Q3 2023. 405 funds tracked by Wall St. Rank hold LYFT as of Q1 2024.

AE Wealth Management reported no remaining Lyft position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 36,395 Lyft shares in Q1 2024, an estimated $459K.
AE Wealth Management first reported a position in Lyft in Q3 2023 and held it in 2 quarters.
AE Wealth Management's Lyft position peaked at $526K in Q3 2023.
405 funds tracked by Wall St. Rank held Lyft as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.