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Beaumont Financial Advisors’s Lyft LYFT Stock Holding History

Beaumont Financial Advisors’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
2022
Q2 		– Sell
-5,600
Closed -$215K – 343
2022
Q1 		$215K Hold
5,600
– – 0.02% 340
2021
Q4 		$239K Buy
+5,600
New +$262K 0.02% 321

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Beaumont Financial Advisors's LYFT Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of Lyft (LYFT) in Q2 2022, closing a stake of 5,600 shares — an estimated $215K sold.

Beaumont Financial Advisors first reported a position in LYFT in Q4 2021 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 464 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,600 Lyft shares in Q2 2022, an estimated $215K.
  • Beaumont Financial Advisors first reported a position in Lyft in Q4 2021 and held it in 2 quarters.
  • Beaumont Financial Advisors's Lyft position peaked at $239K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.