AllSquare Wealth Management’s Lyft LYFT Stock Holding History

AllSquare 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
2021 Q3	–	Sell	-150	Closed	-$9K	–	498
2021 Q2	$9K	Buy	+150	New	+$8.63K	0.01%	397

Other funds holding LYFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

AllSquare Wealth Management's LYFT Position: Q3 2021 in Review

AllSquare Wealth Management sold out of Lyft (LYFT) in Q3 2021, closing a stake of 150 shares — an estimated $9K sold.

AllSquare Wealth Management first reported a position in LYFT in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 522 funds tracked by Wall St. Rank hold LYFT as of Q3 2021.

AllSquare Wealth Management reported no remaining Lyft position as of Q3 2021 after selling out during the quarter.
AllSquare Wealth Management sold 150 Lyft shares in Q3 2021, an estimated $9K.
AllSquare Wealth Management first reported a position in Lyft in Q2 2021 and held it in 1 quarter.
AllSquare Wealth Management's Lyft position peaked at $9K in Q2 2021.
522 funds tracked by Wall St. Rank held Lyft as of Q3 2021.

Based on AllSquare Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.