Avitas Wealth Management’s Lyft LYFT Stock Holding History

Avitas 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
2020 Q3	–	Sell	-27,633	Closed	-$912K	–	188
2020 Q2	$912K	Buy	+27,633	New	+$874K	0.3%	103
2020 Q1	–	Sell	-5,855	Closed	-$233K	–	159
2019 Q4	$252K	Buy	+5,855	New	+$257K	0.06%	163
2019 Q2	–	Sell	-8,733	Closed	-$684K	–	173
2019 Q1	$684K	Buy	+8,733	New	+$684K	0.2%	120

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return

AEPIP

AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return

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

Avitas Wealth Management's LYFT Position: Q3 2020 in Review

Avitas Wealth Management sold out of Lyft (LYFT) in Q3 2020, closing a stake of 27,633 shares — an estimated $912K sold.

Avitas Wealth Management first reported a position in LYFT in Q1 2019 and held it in 3 quarters. The position peaked at $912K in Q2 2020. 366 funds tracked by Wall St. Rank hold LYFT as of Q3 2020.

Avitas Wealth Management reported no remaining Lyft position as of Q3 2020 after selling out during the quarter.
Avitas Wealth Management sold 27,633 Lyft shares in Q3 2020, an estimated $912K.
Avitas Wealth Management first reported a position in Lyft in Q1 2019 and held it in 3 quarters.
Avitas Wealth Management's Lyft position peaked at $912K in Q2 2020.
366 funds tracked by Wall St. Rank held Lyft as of Q3 2020.

Based on Avitas Wealth Management's 13F filing for Q3 2020, filed 6 Oct 2020.