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BigSur Wealth Management’s Lyft LYFT Stock Holding History

BigSur 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
Q2 		– Sell
-18,837
Closed -$506K – 111
2020
Q1 		$506K Buy
18,837
+3,264
+21% +$130K 0.38% 54
2019
Q4 		$670K Buy
+15,573
New +$683K 0.38% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BigSur Wealth Management's LYFT Position: Q2 2020 in Review

BigSur Wealth Management sold out of Lyft (LYFT) in Q2 2020, closing a stake of 18,837 shares — an estimated $506K sold.

BigSur Wealth Management first reported a position in LYFT in Q4 2019 and held it in 2 quarters. The position peaked at $670K in Q4 2019. 374 funds tracked by Wall St. Rank hold LYFT as of Q2 2020.

  • BigSur Wealth Management reported no remaining Lyft position as of Q2 2020 after selling out during the quarter.
  • BigSur Wealth Management sold 18,837 Lyft shares in Q2 2020, an estimated $506K.
  • BigSur Wealth Management first reported a position in Lyft in Q4 2019 and held it in 2 quarters.
  • BigSur Wealth Management's Lyft position peaked at $670K in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Lyft as of Q2 2020.

Based on BigSur Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.